Zachary G. Swalley, CFA, CPA, grew up in Iowa. He participated in several different athletic and academic activities in school and throughout his community growing up. His first entrepreneurial venture was opening a Tropical Sno (shaved ice/snow cone) business. He later exited the business after high school graduation.
Zach attended school at the University of Northern Iowa. He graduated with degrees in Finance, Accounting, and Real Estate. Throughout his college years, he worked in the investment industry in equity and fixed income research and portfolio management. After graduating from college, Zach went on to work in the investment management division of a large financial institution. Zach is a Chartered Financial Analyst and a Certified Public Accountant
Zach resides in the Kansas City Metro area and enjoys spending time with family and friends, staying active outdoors, reading, learning new things, volunteering in the community, and playing golf.