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Zachary F. Crump, CIMA® & CAIA®

Southwest Regional Director

Zach is a Regional Director who is responsible for maintaining and developing advisory relationships in the Southwest region of the U.S. for Chartwell. Prior to joining Chartwell, Zach was a Vice President, Investment Advisory Specialist at Merrill Lynch. Earlier in his career, he was a Senior Investment Strategist at E*Trade. Zach also worked at Smith Barney as a Consulting Group Analyst and was the Co-Founder of a small business.

Education:

  • B.S. in Business Administration, with a concentration in Managerial Finance from East Carolina University
  • Holds the CIMA® designation
  • Holds the CAIA® designation
  • FINRA Series 7, 66

Wholesaling activities conducted through broker-dealer affiliate, Chartwell TSC Securities Corp.

 

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