Portfolio Advisor
Current
Jun 2024 - Present
AeroLeads people directory · profile
Zach Davis, Cfa, Cfp® Email & Phone Number
Portfolio Advisor
at
Northern Trust
3 work emails found
@northerntrust.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Who is Zach Davis, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Zach Davis, Cfa, Cfp® is listed as Portfolio Advisor at Northern Trust, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at northerntrust.com and a matched LinkedIn profile for Zach Davis, Cfa, Cfp®.
Zach Davis, Cfa, Cfp® previously worked as Associate Portfolio Manager at Northern Trust and Investment Associate at Northern Trust. Zach Davis, Cfa, Cfp® holds Master Of Business Administration - Mba from Purdue University Daniels School Of Business.
Company email context
Email format at Northern Trust
This section adds company-level context without repeating Zach Davis, Cfa, Cfp®'s masked contact details.
*@northerntrust.com
74% confidence
AeroLeads found 3 current-domain work email signals for Zach Davis, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Zach Davis, Cfa, Cfp®
Zach Davis, Cfa, Cfp® is a Portfolio Advisor at Northern Trust.
Current workplace
Zach Davis, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Zach Davis, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Portfolio Manager
Oct 2021 - Jun 2024
Investment Associate
Oct 2017 - Oct 2021
Investment Consultant
Investment Consulting Services
Oct 2016 - Oct 2017
Investment Performance Analyst
Aug 2014 - Sep 2016
Big Deal Consultant
Jan 2014 - Jul 2014
Portfolio Analyst
Jun 2011 - Jan 2014
Intern
Jan 2011 - Jun 2011
3 education records
Zach Davis, Cfa, Cfp® education
Master Of Business Administration - Mba
Purdue University Daniels School Of Business
Bachelor Of Arts (B.A.), Economics
Marian University Indianapolis
Bachelor Of Science (B.S.), Finance
Marian University Indianapolis
FAQ
Frequently asked questions about Zach Davis, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Zach Davis, Cfa, Cfp® work for?
Zach Davis, Cfa, Cfp® works for Northern Trust.
What is Zach Davis, Cfa, Cfp®'s role at Northern Trust?
Zach Davis, Cfa, Cfp® is listed as Portfolio Advisor at Northern Trust.
What is Zach Davis, Cfa, Cfp®'s email address?
AeroLeads has found 3 work email signals at @northerntrust.com for Zach Davis, Cfa, Cfp® at Northern Trust.
Where is Zach Davis, Cfa, Cfp® based?
Zach Davis, Cfa, Cfp® is based in Chicago, Illinois, United States while working with Northern Trust.
What companies has Zach Davis, Cfa, Cfp® worked for?
Zach Davis, Cfa, Cfp® has worked for Northern Trust, Investment Consulting Services, Northern Trust Corporation, Angie'S List, and Stifel Financial Corp..
How can I contact Zach Davis, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Zach Davis, Cfa, Cfp® at Northern Trust, including work email, phone, and LinkedIn data when available.
What schools did Zach Davis, Cfa, Cfp® attend?
Zach Davis, Cfa, Cfp® holds Master Of Business Administration - Mba from Purdue University Daniels School Of Business.
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