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Investor
Driving
Zack Garber, CFA®
Managing Director
Client Advisor
Zack has extensive experience serving a wide range of clients, from large retirement plans and endowments to high-net-worth individuals. He specializes in custom portfolios with expertise in overlaying alternative investments, including private equity, hedge funds, real estate and structured solutions.
Zack infuses enthusiasm and thoughtfulness into his work, and strives to help clients seamlessly navigate all aspects of their financial well-being. Zack was initially driven to the industry by his desire to serve business and community leaders while also stimulating his intellectual curiosity. Today, he makes full use of the tools available at Alex. Brown - Raymond James, to help provide suitable investments based on a client's goals and risk profile and offer strategies customized to his clients' needs.
Before joining the team, Zack was an associate on Deutsche Bank's structured solutions desk. He graduated Beta Gamma Sigma from Emory University Goizueta School of Business with a B.B.A. in finance, and later participated in Deutsche Bank's global analyst training program*. He then went on to graduate with honors from the University of Pennsylvania's Wharton School of Business with an M.B.A.
He has met the CFA® Program requirements and Zack is a CFA® charterholder. In addition to this, he has Series 7, 63, 66 and Health, Life, Variable Life & Variable Annuity insurance licenses. Recent accolades include Zack being recognized as one of America's Top Next Generation Wealth Advisors* by Forbes in 2020 and 2021. Additionally, he was recognized as one of Forbes’ Next Generation Best-in-State Wealth Advisors** in 2019, 2022 and 2024. Zack was one of 16 financial advisors appointed to serve on Raymond James’ sustainable investing advisory council in 2024. Raymond James advisors are empowered to deepen connections with high-net-worth clients by exploring avenues such as values investing, philanthropy, and discussions about wealth transfer. In Zack’s current role on the council, he continues to support the growth of these initiatives and sustainable insights, enabling advisors and their clients to craft portfolios that drive positive change.
When he's not in the office, Zack stays active as a member of a number of community organizations, including The Associated: Jewish Community Federation of Baltimore, where he is a board member and serves on the real estate committee, young impact committee, and is a member of the National Young Leadership Cabinet. Zack is also a JNFuture who serves on the Jewish National Fund national water task force. He founded the Francis Scott Key Society, a networking group for diverse leaders in Baltimore under the age of 45, and on his free time he runs a podcast focused highlighting leaders making a difference in Baltimore with national implications, Charm City Dreamers.
Most recently Zack and his wife Dr. Arielle Garber are proud parents to their newly born baby girl Emily Garber.
Raymond James is not affiliated with the above organizations and/or charitable causes.
*The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research Summary (as of September 2021) included: 33,978 nominations for all rankings, 17,135 invited to complete online survey, 13,116 telephone interviews, 2,565 in-person interviews at advisors’ location, 1,103 virtual interviews and 3,389 individuals considered and 500 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/20 to 3/31/21 and was released on 9/21/21. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to www.shookresearch.com
**The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors' location, 1,545 virtual interviews and 4,081 individuals considered, and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zack infuses enthusiasm and thoughtfulness into his work, and strives to help clients seamlessly navigate all aspects of their financial well-being. Zack was initially driven to the industry by his desire to serve business and community leaders while also stimulating his intellectual curiosity. Today, he makes full use of the tools available at Alex. Brown - Raymond James, to help provide suitable investments based on a client's goals and risk profile and offer strategies customized to his clients' needs.
Before joining the team, Zack was an associate on Deutsche Bank's structured solutions desk. He graduated Beta Gamma Sigma from Emory University Goizueta School of Business with a B.B.A. in finance, and later participated in Deutsche Bank's global analyst training program*. He then went on to graduate with honors from the University of Pennsylvania's Wharton School of Business with an M.B.A.
He has met the CFA® Program requirements and Zack is a CFA® charterholder. In addition to this, he has Series 7, 63, 66 and Health, Life, Variable Life & Variable Annuity insurance licenses. Recent accolades include Zack being recognized as one of America's Top Next Generation Wealth Advisors* by Forbes in 2020 and 2021. Additionally, he was recognized as one of Forbes’ Next Generation Best-in-State Wealth Advisors** in 2019, 2022 and 2024. Zack was one of 16 financial advisors appointed to serve on Raymond James’ sustainable investing advisory council in 2024. Raymond James advisors are empowered to deepen connections with high-net-worth clients by exploring avenues such as values investing, philanthropy, and discussions about wealth transfer. In Zack’s current role on the council, he continues to support the growth of these initiatives and sustainable insights, enabling advisors and their clients to craft portfolios that drive positive change.
When he's not in the office, Zack stays active as a member of a number of community organizations, including The Associated: Jewish Community Federation of Baltimore, where he is a board member and serves on the real estate committee, young impact committee, and is a member of the National Young Leadership Cabinet. Zack is also a JNFuture who serves on the Jewish National Fund national water task force. He founded the Francis Scott Key Society, a networking group for diverse leaders in Baltimore under the age of 45, and on his free time he runs a podcast focused highlighting leaders making a difference in Baltimore with national implications, Charm City Dreamers.
Most recently Zack and his wife Dr. Arielle Garber are proud parents to their newly born baby girl Emily Garber.
Raymond James is not affiliated with the above organizations and/or charitable causes.
*The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research Summary (as of September 2021) included: 33,978 nominations for all rankings, 17,135 invited to complete online survey, 13,116 telephone interviews, 2,565 in-person interviews at advisors’ location, 1,103 virtual interviews and 3,389 individuals considered and 500 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/20 to 3/31/21 and was released on 9/21/21. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to www.shookresearch.com
**The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors' location, 1,545 virtual interviews and 4,081 individuals considered, and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.