Zachary Zanghi, Financial Services

I'm Zachary Zanghi, and I provide financial advice and services to high net worth individuals, assisting my clients with investment strategies to achieve their desired financial objectives.

Zachary Zanghi's Bio:

Zachary Zanghi is a financial advisor with over 16 years of experience. Growing up in New City, New York, he was inspired by the financial crisis's impact on his family and his profoundly disabled brother, fostering his empathy and dedication to helping others. A University at Albany (SUNY) graduate, Zachary has built a successful practice at Rosefinch Investment Advisors, focusing on personalized service and innovative solutions. He emphasizes risk management, portfolio diversification, and long-term financial security. He holds Series 7, 24, 63, and 66 licenses, is a Licensed Insurance Agent, and an Accredited Investment Fiduciary (AIF®). Zachary lives in Long Island, New York, with his wife, two children, and their dog. Outside of work, Zachary enjoys time with his Family, Community Involvement, Fitness, Travel, Reading, and Financial Markets

Zachary Zanghi's Experience:

Broker Dealer Representative at The Leaders Group
May 2025 - Present | New York, NY
Senior Partner at Rosefinch Investment Advisors, Inc.
May 2024 - Present | New York, NY
Head of Advisory at Brite Advisors USA Inc.
May 2020 - July 2024 | New York, NY
Managing Partner at Touchstone Advisory, LLC
September 2017 - July 2021 | New York, NY
Touchstone Advisory, LLC is an SEC Registered Investment Advisor (CRD# 288370 / SEC# 801-110510) that provides comprehensive financial planning for global executives and expatriates living in the United States and abroad
Managing Director at Primary Capital LLC
January 2018 - May 2020 | New York, NY
Primary Capital, LLC is a full service investment banking firm registered with Securities and Exchange Commission (SEC), and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) which provides a broad range of banking and advisory services with a focus on the needs of small to midsized public companies and late stage private companies. We provide direction, capital, and strategic relationships to companies that meet our criteria. This company overview is not an offer to sell or a solicitation to buy any securities
Area Manager at deVere USA Inc.
November 2012 - September 2017 | New York, NY
One of the leading advisors/managers for deVere USA.
Relationship Manager & VP - Wealth Managment at Citi
September 2008 - November 2012 | New York, NY
Began my career with Citi Smith Barney in 2008 and continued with Citigroup Global Markets Inc through 2012, serving as a VP - Wealth Management & Citigold Relationship Manager.

Zachary Zanghi's Education:

University at Albany
2004 – 2008
Bachelor of Business Administration (BBA)
Concentration: Finance & Information Technology

Zachary Zanghi's Interests & Activities:

investing, reading, execrcise, travel, family. Avid New York Yankees, New York Jets, and Brooklyn Nets fan.

Zachary Zanghi

Financial Advisor | Financial Services

I'm Zachary Zanghi, and I provide financial advice and services to high net worth individuals, assisting my clients with investment strategies to achieve their desired financial objectives.

Zachary Zanghi's Bio:

Zachary Zanghi's Experience:

Broker Dealer Representative at The Leaders Group

Senior Partner at Rosefinch Investment Advisors, Inc.

Head of Advisory at Brite Advisors USA Inc.

Managing Partner at Touchstone Advisory, LLC

Managing Director at Primary Capital LLC

Area Manager at deVere USA Inc.

Relationship Manager & VP - Wealth Managment at Citi

Zachary Zanghi's Education:

University at Albany

Zachary Zanghi's Interests & Activities: