Email: zmanheim@focusedwealthmgmt.com

Zachary currently serves as a Compliance Officer at Focused Wealth Management, where he assists our Chief Compliance Officer, Barry Brett with 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 SIE, Series 66, Series 7, and Series 24.

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