As Managing Director of Private Wealth Management, Zac supports business development across the Mid-Atlantic region, specializing in high-net-worth clients, foundations, and institutions.
Zac brings nearly 20 years of experience in wealth management. Prior to joining Capital Wealth Advisors in 2025, Zac was a Market Executive at FNB Wealth Management, where he worked closely with ultra-high-net-worth clients on customized investment strategies, financial and estate planning, and risk mitigation. He partnered with business owners and corporate executives on various strategic initiatives, including buy/sell arrangements, life insurance planning, tactical asset allocation policies, wealth planning strategies, and estate planning tactics to navigate ever-changing tax and estate settlement laws. Zac also led a team of professionals, managing Portfolio Managers, Trust and Estate Officers, and Financial Advisors. As a member of the executive leadership team, his strategic insights contributed to FNB Wealth Management’s firm growth and client retention efforts.
Previously, Zac was Vice President at Fidelity Investments, where he consulted with institutional clients on investment strategies, including large 401(k) and pension plans. He also advised individuals on holistic financial and estate planning.
Zac enjoys mentoring college students and young professionals aspiring to excel in the business community. He also values time with clients and friends through activities such as golfing, shooting sporting clays, upland bird adventures, traveling with family and friends, and watching his children compete in sports—specifically participating in the extensive AAU Mid-Atlantic basketball circuit. Zac and his wife, Leigh, have three children: sons Louis and Adam, and daughter Dylan.
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