Naples
Zachary Chichinski, CFA, CIPM
Vice President, Portfolio Manager
Zac Chichinski is responsible for researching, analyzing and monitoring investment assets for client portfolios, optimizing investment outcomes and tailoring portfolio strategies that align with each client’s financial goals. Prior to joining Florida Trust, Zac served eight years at Mariner, an institutional investment consulting firm in Winter Park, Florida. As an Investment Research Analyst, he oversaw more than $5 billion in assets under advisement for institutional clients. He performed investment research and evaluated national and global investment firms to align with the needs of institutional clients, such as state and municipal government pension plans, endowments, foundations and corporations.
Earlier in his career, Zac spent seven years at BNY Mellon as Vice President and Senior Manager, where he managed a team of investment accounting and performance reporting analysts. A graduate of the University of Washington, Zac obtained his Bachelor of Arts in Business Administration, with a concentration in Finance. He then went on to earn his Certificate of Investment Performance Measurement (CIPM) and the designation of Chartered Financial Analyst® (CFA®). He is a board member of the CFA Society of Naples and a former board member and past treasurer of the CFA Society of Orlando.
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