Zach Stellwag, CFA^®

Designations and licenses

Zach holds the Chartered Financial Analyst® designation.

Experience and education

Zach is responsible for conducting due diligence and providing manager recommendations to support Mariner advisors. In addition, he provides asset class and category guidance. He also monitors recommended managers and strategies and sources new ideas to fulfill client needs.

Prior to joining Mariner, Zach was a consultant and performance analyst at Cardinal Investment Advisors.

Zach holds a Bachelor of Arts degree in economics from the University of Florida and an MBA from the University of Chicago Booth School of Business.

Personal interests

Away from the office, Zach enjoys cooking, reading, running, traveling, golf and chess.