Zach SenftAssociate Director, Client Portfolio Manager
Zach Senft is an Associate Director, Client Portfolio Manager at Berman | Cresset. As a member of the reporting team, he oversees trading to provide timely execution. He also aims to ensure that the reporting platform reflects accurate investment manager and performance data.
Prior to joining Berman | Cresset, Zach held a position as the head of trading and reporting for a wealth management team at Rockefeller Capital Management and Morgan Stanley. In this role, he managed the trading for three proprietary equity strategies, sourced municipal and corporate bonds for clients, brought the firm into compliance with the Global Investment Performance Standards (GIPS) and led the development of a new trading tool utilized by the entire firm. He also integrated a new reporting system to provide a more detailed and holistic client reporting platform.
Zach earned his Bachelor of Business Administration in Finance from the University of Georgia. Outside of the office, he enjoys working out, reading and spending time with family and friends.