Zachary currently serves as Chief Compliance Officer at Focused Wealth Management, where he manages the day-to-day compliance operations. Zachary generates and maintains the firm’s historical records, assists with our internal oversight and systems approval, and provides guidance on all SEC and FINRA related rules and regulations. He currently holds his Series 66, Series 7, and Series 24 licenses.

Zachary graduated from Stony Brook University with a B.S. in Economics and Applied Mathematics & Statistics. He is a member of the International Economics Honor Society and served as Treasurer of the Stony Brook Economics Club. Zachary is a lifelong resident of the Hudson Valley and is an active member in the community.