Zachary Wright, CFA®

Research Analyst, Trader

Zachary Wright started on our team in January 2022 as an Investment Associate. Zachary began working in personal finance by creating financial education programs and providing individual advisory support for scholarship students at Bridgewater State University. Zachary has studied applied mathematics and computer science and researched implementing probabilistic approaches with programming.

Zachary has his Master of Science in Finance and received his Postgraduate Certificate in Leadership from the University of Houston. Zachary also has his Bachelor of Science in Mathematics from Bridgewater State University in Massachusetts. Zachary passed his CFA III in February 2022. He is a CFA Charterholder and a member of CFA Society Houston.

Zachary spends his free time reading about the worldwide financial markets, macroeconomics, geopolitics, and technological innovations in the automobile industry. He also enjoys engaging in simulation racing, watching Formula 1, and training in Olympic weightlifting and classical voice.