Zachary Abrams Email & Phone Number

Shaker Heights, Ohio, Us

Organize and run client meetings including investment recommendations, portfolio reviews, and cash flow planningDesign, analyze, implement, and monitor investment plans, risk management platforms, cash flow models, estate plans, and employee stock option strategies for high net worth individuals and familiesReport on investment landscape and global economy to the firm and our clients, relaying some of this research through my wealth management blog - https://www.capitaladvisorsltd.com/blogMember of the investment committee to select investment managers, monitor their results, decide on their removal, and make tactical allocationsWork closely with our clients’ outside advisors, consulting on tax planning strategies, estate issues, liquidity events, and cash flow needsDevelop, modify, and enhance complex Excel-based models, improving my advisor-client relationshipAdvisory Services offered through Capital Advisors, Ltd, Registered Investment Adviser. Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Advisors, Ltd. and the above firm are independent, non-affiliated.

Boston, Massachusetts, Us

Advised clients in different areas of wealth management including investment planning, cash flow modeling, estate planning, and employee stock options, among other planning issuesWorked with our firm's investment committee introducing various market and economic issues for discussion, introducing new investment ideas, and researching a wide variety of investments for possible for portfolio inclusion Introduced numerous options platforms and risk management strategies on a firm level that can be used as an overlay to existing client portfolios. Developed and enhanced a wide variety of investment planning, cash flow planning, and portfolio research models that are client friendly, informative, and operationally efficient

Bachelor Of Science, Finance

Bachelor'S Degree, Finance