AVP, Trading Operations

Zach Padgett serves as Assistant Vice President of Trading Operations with the firm, where he oversees the execution of trades across the firm’s investment strategies. With over a decade of experience in trading and portfolio administration, Zach ensures precise and efficient trade execution while maintaining operational excellence.

In addition to his trading responsibilities, Zach manages the firm’s advisory billing processes, performance reporting, and a range of other critical operational functions that support the firm’s seamless client service and strategic goals. His expertise and attention to detail make him an integral part of the firm’s operations team.

Zach graduated summa cum laude from the University of North Florida with dual Bachelor of Business Administration degrees in Accounting and Finance. He also earned his MBA in Finance from the same institution, further solidifying his strong foundation in financial management and analysis.