Hemington Wealth Management
Zack Cox is an experienced professional in trading and investment management, currently serving as the Head of Trading & Investment Committee at Hemington Wealth Management since May 2023. Prior to this role, Zack held the position of Product Manager in Wealth & Trading at Envestnet, Inc. from November 2021 to April 2023, and served as Head of Portfolio Management at 25 Financial, overseeing a $450 million book of business from September 2018 to November 2021. Earlier in Zack's career, contributions were made as AVP Consultant for Tamarac Trading at Envestnet | Tamarac from June 2014 to September 2018, focusing on enhancing efficiency for independent RIAs. Zack began in client-facing roles, starting as a Customer Service Representative at The Fidelity Bank and transitioning to a Client Services Specialist before further advancing in the investment sector. Zack holds a degree from Liberty University, completed between 2008 and 2011.
This person is not in any teams
Hemington Wealth Management
Hemington Wealth Management provides high net worth individuals and families with a broad range of wealth management services including portfolio management and all areas of financial planning. We are collaborative, accessible and responsive, making it easy for clients to work with our team. •We act as our client’s personal CFO. We lead the coordinated implementation of our client’s investment, retirement, tax and estate plans and monitor them over time. •Our investment philosophy is disciplined and based on empirical evidence and advances in the science of investing. •Our advice is tailored to each client’s needs and objectives.