Director, Investment Services, Texas CLASS LGIP

Zach currently serves as a Director of Investment Services based in Texas where he is responsible for developing new participant relationships while providing customer service to current participants. Prior to this, Zach most recently served as a Senior Vice President for FHN Financial where he executed fixed-income sales focusing on public funds, banks, and credit unions for clients’ portfolios ranging from $50 million to over $1 billion with depository portfolios over $3 billion. He has worked with more than 150 public fund clients in Texas, Louisiana, Oklahoma, Wisconsin, Florida, North Carolina, and Iowa. He additionally served as a Managing Director of Fixed-Income Securities for Coastal Securities.  

Zach received a Bachelor of Business Administration in Finance & Information and Operations Management from Texas A&M University. He is an active member of both the Government Finance Officers of Texas and the Gulf Coast Chapter of GFOAT, the Government Treasurers’ Organization of Texas, and a Committee Member for the Investment Academy Education Advisory Committee for the Texas Association of Counties. He currently holds the FINRA SIE, Series 7, and 63 licenses.