In September 2018, Zach joined Lakeview Institutional as a Performance Analyst and is responsible for client reporting and performance validation.
Prior to joining Lakeview Institutional, Zach was a Performance Analyst at LCG Associates responsible for quarterly performance evaluation and analysis as well as presentation of client and market performance through monthly and quarterly reports.
He graduated from Mississippi State University with BBA in Finance. During college, Zach was an Investment Analyst Intern at Segal Rogerscasey (now Segal Marco Advisors). His responsibilities included performance calculation and reconciliation, production of quarterly investment reports, total fund portfolio analysis, manager due diligence, and assisting with asset allocation studies.