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Zack is a Principal based out of the Chicago office. As the Addepar Product Manager, he oversees the support relationship, client portfolio reporting, API integrations and ongoing advisor training.
Zack started his career in financial services at UBS during his time in business school. Upon graduating, he accepted a position as a Senior Product Manager of Addepar with Ascent Private Capital Management. There, he focused on data reconciliation, performance monitoring, private capital reporting along with the mobile app and client portal.
Who inspired you to pursue your career in financial management?
My mentor who gave me an opportunity to start my career in private wealth management at UBS.
What does the world need now more than anything?
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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