Client and Corporate Services

Biography

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.

Education

  • BBA in Banking and Financial Economics, University of North Dakota
  • MBA, University of North Dakota

Q & A

Q:

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?

Empathy.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.