Zack understands the needs of investors and advisors alike, and constantly assists both in identifying the best possible ways to manage their portfolios more efficiently. Before joining 25, Zack spent nearly 5 years consulting for wealth management firms across the country, ultimately specializing as a Trading Consultant for Envestnet | Tamarac (the leading provider for rebalancing and trading technology in the independent RIA space). In his time with Tamarac, Zack executed the implementation of Tamarac Trading for over 65 firms looking to build out their trading procedures from the ground up. He holds both his Series 7 and Series 66 licenses. Zack lives with his wife Sara in Raleigh, NC where he spends most of his spare time golfing, sitting by the fire, or spending time with his two children Alaia and Fletcher.