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Zachary Rodd, CFA

Zachary Rodd, CFA

Sales Operations Analyst

Followers of Zachary Rodd, CFA534 followers
location of Zachary Rodd, CFANew York, New York, United States

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  • Timeline

  • About me

    Principal, Client Advisory at Pathstone

  • Education

    • Swarthmore College

      2003 - 2006
      Bachelor of Arts Economics and Biology

  • Experience

    • QuinStreet

      Jan 2007 - Nov 2007
      Sales Operations Analyst

    • Hall Capital Partners LLC

      Nov 2007 - Dec 2024

      • Principal

        Jan 2022 - Dec 2024

      • Vice President

        Jan 2018 - Dec 2021

      • Senior Relationship Manager

        Jul 2014 - Dec 2017

      • Associate

        Jan 2012 - Jun 2014

      • Analyst

        Nov 2007 - Dec 2011

    • Pathstone

      Dec 2024 - now
      Principal

  • Licenses & Certifications

    • Investment Manager Selection

      CFA Institute
      Dec 2023
      View certificate certificate

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Oct 2010
      View certificate certificate

    • Certificate in Investment Performance Measurement (CIPM)

      CFA Institute
      Nov 2019