Zachary Chernus specializes in investment management with an emphasis on alternative investments. With a background in institutional asset management, he is well-versed in market research and comprehensive wealth management, and brings thoughtful and creative problem-solving skills to his work.

Zachary prioritizes aligning his clients’ life goals with their financial goals. When life goals and financial goals match, clients tend to have a high quality of life and be happy. Of course, circumstances change over time, necessitating regular financial reviews to ensure continued alignment. Such reviews, adjusted as needed within an established financial plan and combined with patience, are the key to maximizing long-term wealth and financial achievement.

Zachary has a B.A. in Economics from the University of Michigan. He’s involved in the CFA Institute and CFA Society.