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Zachary Uritsky Email & Phone Number

Client Manager at Pathstone
Location: Philadelphia, Pennsylvania, United States 7 work roles 3 schools
1 work email found @veritablelp.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email z****@veritablelp.com
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Current company
Pathstone
Role
Client Manager
Location
Philadelphia, Pennsylvania, United States
Company size
833 employees

Who is Zachary Uritsky? Overview

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Quick answer

Zachary Uritsky is listed as Client Manager at Pathstone, a with 833 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at veritablelp.com and a matched LinkedIn profile for Zachary Uritsky.

Zachary Uritsky previously worked as Senior Associate at Pathstone and Assistant Portfolio Manager at Veritable, Lp. Zachary Uritsky holds Bachelor'S Degree, Finance, Minor In Economics from Drexel University.

Company email context

Email format at Pathstone

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{first_initial}{last}@veritablelp.com
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Profile bio

About Zachary Uritsky

A Drexel University, Finance and Economics, Summa Cum Laude graduate, who is a self-starter and capable of effectively functioning with minimal supervision. Known for taking initiative and skilled at meeting challenges and deadlines. A team player who is attentive to detail and produces quality results.With several years of experience in Corporate Finance, Investment Analysis, Portfolio Management, and Financial Analysis, my mission is to create value wherever it is needed within the firm that I work: to provide unbiased, integrated investment solutions for our clients and displaying leadership in establishing deep client relationships and delivering high levels of service to clients. I have been honored to work for the Drexel Endowment as a Portfolio Manager during my tenure at Drexel University, working closely with senior investment professionals, Drexel’s alumni network and the Drexel’s investment office, we continued to increase the value of the Drexel’s Endowment portfolio. My areas of expertise include, but are not limited to: Financial Reporting & Analysis Establishing and Harboring Deep Client Relationships Equity/ Fixed-Income Research Investment Analysis Asset Allocation Modeling Portfolio Management Industry and Sector Analysis Bloomberg and FactSet Computing and Software Expertise Corporate Development/Mergers & Acquisitions Corporate Finance Private Equity, Investment Banking & Fund Accounting General Accounting/Cost Accounting Investor Relations

Listed skills include Microsoft Office, Leadership, Management, Financial Analysis, and 42 others.

Current workplace

Zachary Uritsky's current company

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Pathstone
Pathstone
Client Manager
Philadelphia, PA, US
Website
pathstone.com
Employees
833
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Company profile
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7 roles

Zachary Uritsky work experience

A career timeline built from the work history available for this profile.

Client Manager

Pathstone

Philadelphia, Pa, Us

Senior Associate

Pathstone

Newtown Square, Pennsylvania, United States

Assistant Portfolio Manager

Veritable, Lp

West Chester Pa

• Provided unbiased, integrated investment solutions for families of substantial wealth• Delivered leadership in establishing deep client relationships and delivering high levels of service to clients with an accumulated portfolio value of over $17 Billion• Developed and presented monthly, quarterly and annual reports for hundreds of portfolios • Performed equity/fixed-income research and helped develop strategies for dynamic asset allocation models• Managed equity and fixed income trade requests, wire transfers, check requests, and miscellaneous requests for the families and beneficiaries that I represent

May 2019 - Sep 2023

Dragon Fund, Drexel Endowment Fund Portfolio Manager

Drexel University

Greater Philadelphia Area

• Participated in the management of a $2.5M+ mid-cap equity investment portfolio• Applied sector analysis, evaluated industries and selected securities using stock selection models for inclusion in the investment portfolio as well as analyzing overall performance day to day to determine equity reconciliations • Acquired proficiency with financial software used by institutional investors, such as Bloomberg and FactSet and got exposure to and feedback from senior investment professionals in collaboration with Drexel’s investment office as well as through Drexel’s alumni network

Mar 2019 - Sep 2019

Portfolio Management And R&D Strategy

Johnson & Johnson

West Chester Pa

• Developed decision-support tools, processes, and methods for innovative strategies and portfolio reporting and management• Recommended portfolio investment allocations and analyzed project-level data to drive platform and franchise-level decision-making; created visuals and data for presentation of financial and strategic scenarios to enable senior leadership to make informed decisions regarding investment allocation choices, projects, financial and strategic impact• Assisted in updating key financial metrics throughout the medical devices franchise• Created portfolio analysis using financial data on hundreds of projects to assist in the 2019 medical devices R&D budget allocation to determine the most meaningful fund allocation for the strongest eNPV; increasing eNPV of the portfolio by 100’s of millions of dollars

Jul 2018 - Jan 2019

Business Consulting/ Project Management

Nasdaq

Greater Philadelphia Area

• Utilized teamwork, product development, business intelligence, client management, and communication and presentation skills to develop an analysis on a new futures contract for Nasdaq Philadelphia• Responsible for researching trade feasibility in both supply and demand side industries and presenting to the BoD

Apr 2018 - Jun 2018

Operations Lead

Eu Glass Inc.

Greater Philadelphia Area

• Managed business processes, bank reconciliation, accounting, monthly reports, and portfolio analysis• Oversaw social media platforms, new product innovation, and product development• Networked and marketed via social media and trade-shows

Sep 2014 - Sep 2017
Team & coworkers

Colleagues at Pathstone

Other employees you can reach at pathstone.com. View company contacts for 833 employees →

JT Jesse Thomas, Cfp®, Cepa® Jesse Thomas, Cfp®, Cepa® Colleague at PathstoneSeattle, Washington, United States View → VH Victoria H. Victoria H. Colleague at PathstoneBoston, Massachusetts, United States View → LH Lorenthia Howard Lorenthia Howard Colleague at PathstoneWinterville, North Carolina, United States View → JD Jordyn Dame Jordyn Dame Colleague at PathstoneDenver Metropolitan Area, United States View → AH Alex Hart, Cfa, Caia Alex Hart, Cfa, Caia Colleague at PathstoneBoston, Massachusetts, United States View → AR Akshay Reddy Akshay Reddy Colleague at PathstoneAtlanta, Georgia, United States View → LA Lisa A. Jimenez-Jackson Lisa A. Jimenez-Jackson Colleague at PathstoneEnglewood, New Jersey, United States View → ER Elizabeth Reid Elizabeth Reid Colleague at PathstoneKennesaw, Georgia, United States View → JA Jimmy Alejo Jimmy Alejo Colleague at PathstoneNew York City Metropolitan Area, United States View → RK Robyn Kresge Robyn Kresge Colleague at PathstoneDenver, Colorado, United States View →
3 education records

Zachary Uritsky education

Bachelor'S Degree, Finance, Minor In Economics

Drexel University

Activities and Societies: Member - Alpha Kappa Psi - Professional Business Fraternity, Management Information systems organization, Drexel.

FAQ

Frequently asked questions about Zachary Uritsky

Quick answers generated from the profile data available on this page.

What company does Zachary Uritsky work for?

Zachary Uritsky works for Pathstone.

What is Zachary Uritsky's role at Pathstone?

Zachary Uritsky is listed as Client Manager at Pathstone.

What is Zachary Uritsky's email address?

AeroLeads has found 1 work email signal at @veritablelp.com for Zachary Uritsky at Pathstone.

Where is Zachary Uritsky based?

Zachary Uritsky is based in Philadelphia, Pennsylvania, United States while working with Pathstone.

What companies has Zachary Uritsky worked for?

Zachary Uritsky has worked for Pathstone, Veritable, Lp, Drexel University, Johnson & Johnson, and Nasdaq.

Who are Zachary Uritsky's colleagues at Pathstone?

Zachary Uritsky's colleagues at Pathstone include Jesse Thomas, Cfp®, Cepa®, Victoria H., Lorenthia Howard, Jordyn Dame, and Alex Hart, Cfa, Caia.

How can I contact Zachary Uritsky?

You can use AeroLeads to view verified contact signals for Zachary Uritsky at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did Zachary Uritsky attend?

Zachary Uritsky holds Bachelor'S Degree, Finance, Minor In Economics from Drexel University.

What skills is Zachary Uritsky known for?

Zachary Uritsky is listed with skills including Microsoft Office, Leadership, Management, Financial Analysis, Project Management, Research, Data Analysis, and Microsoft Excel.

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