Zev Zaretsky, Cfa Email & Phone Number

I am a results-oriented finance professional with a diverse background in equity research, leveraged finance, derivatives, and investments. I proudly hold the position of Director of Investments at Sierra Capital, where I deliver thoughtful financial advice to affluent individuals, families, institutions, and trusts, tailoring strategies across multiple asset classes. As a decisive leader, I run the investment committee to ensure our clients' financial goals are met with precision and excellence.My journey in finance commenced at prominent investment banks following my college graduation. My passion for understanding complex financial structures led me to excel in the realm of leveraged finance, where I navigated high-stake transactions with precision and insight. I then immersed myself in the world of equity research where I honed my analytical prowess and ability to identify capital inefficiency and lucrative investment opportunities.As a combat sharpshooter during my volunteer service in the Israeli Defense Forces, I learned the importance of discipline and the pursuit of excellence—a foundation that guides my personal and professional life to this day. As a father of three and an avid golfer, I believe in maintaining a balanced lifestyle that fuels my drive for success.I am deeply committed to community engagement and find immense fulfillment in contributing to various committees with the Jewish Federation of South Palm Beach, the Anti-Defamation League, and the Friends of the IDF. These engagements enable me to make a positive impact and drive meaningful change in our society.