Zach is an Operations & Technology Associate on the Insurance team at Capital Wealth Advisors, where he manages insurance cases from submission through underwriting to policy delivery and supports the licensing, contracting, and in-force service work that keeps the team running. As the firm builds out new technology for its insurance operations, Zach also documents current workflows and helps test and refine the tools being developed.
Zach joined Capital Wealth Advisors full time in 2026, following two summers interning with the firm. During his internship, he focused on life insurance analysis and policy review, monitoring in-force policies, identifying performance gaps, and helping streamline insurance reporting.
Originally from Greensburg, Pennsylvania, Zach now resides in Naples, Florida. He enjoys hiking, fishing, and golfing. He also plays baseball recreationally and is an avid sports fan.
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