As an analyst of client advisory, Zac is responsible for supporting client advisory in managing client portfolios, conducting research on investment and macroeconomic trends, as well as general financial analysis.
Prior to joining Crestone, Zac was an intern at Northwestern Mutual, where he worked alongside the financial planning board to create strong portfolios for a large network of clients.
Zac received his Bachelor of Science in business administration, with an emphasis in finance and real estate, from the University of Colorado Boulder. During his time at the University of Colorado, Zac founded and served as president of the Cryptocurrency and Investing Club.
WHAT DO YOU LOVE MOST ABOUT BEING PART OF CRESTONE?
The culture at Crestone is impossible to beat. The people here are amazing to be around, and the work accomplished by these individuals helps ease the minds of those looking for financial assistance. Working in a field where I can help others is very gratifying and makes for a great working environment.
HOW SHOULD PEOPLE/CLIENTS VIEW THEIR WEALTH?
I believe that wealth should be viewed as a tool that can lead to financial freedom. That being said, wealth should be taken seriously and that is why companies like Crestone are so important.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
There are many different activities that I enjoy doing but most pertain to getting active. I love to go hiking or cliff diving in the summer and skiing in the winter. I also travel as much as I can. There are so many beautiful places in the world to see so I jump on every opportunity I get to see them.