Profiel
Mr. Zachary Herbert, CFA, is Vice President & Senior Investment Officer at Check Capital Management, Inc.
Prior to joining Check Capital, he was Portfolio Manager (as well as a Principal) at Trimsail Capital Management.
Prior to Trimsail, he served on both the retail and institutional sides of a major discount brokerage firm from 2006 through 2010.
He earned his Bachelor of Arts degree from The Master's College, Santa Clarita, California.
Eerdere bekende functies van Zachary Herbert
| Bedrijven | Functie | Einde |
|---|---|---|
Check Capital Management, Inc.
 Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Portefeuillebeheerder-Aandelen | 01-08-2015 |
Trimsail Capital Management, Inc.
 Trimsail Capital Management, Inc. Investment ManagersFinance Trimsail Capital Management, Inc. provides investment advice. The private company is based in Los Angeles, CA. | Corporate Officer/Principal | - |
Opleiding van Zachary Herbert
| The Master's College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Finance |
Trimsail Capital Management, Inc.
Trimsail Capital Management, Inc. Investment ManagersFinance Trimsail Capital Management, Inc. provides investment advice. The private company is based in Los Angeles, CA. | Finance |
