
- New York, NY
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:
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Managing Director at Primary Capital LLC
January 2018 - Present | New York, NYPrimary 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
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Managing Partner at Touchstone Advisory, LLC
September 2017 - Present | New York, NYTouchstone 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
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Area Manager at deVere USA Inc.
November 2012 - September 2017 | New York, NYOne of the leading advisors/managers for deVere USA.
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Relationship Manager & VP - Wealth Managment at Citi
September 2008 - November 2012 | New York, NYBegan 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:
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University at Albany
2004 – 2008Bachelor 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.