After transitioning to a full-time employee from a co-op position with the Marsh & McLennan Agency’s Retirement Consulting team in 2017, Zach has moved into an Investment Consultant role. As part of this role he will work with clients to guide them through their investment selection process and provide insight.
He received his Bachelor’s Degree in Business Administration from Northeastern University with a concentration in Finance. He holds the FINRA Series 7 and 66 licenses. In his off-time, Zach enjoys playing golf and hockey.