Zachary Zanghi
Zachary Zanghi - Touchstone Advisory and Primary Capital in New York, NY 10004
Zachary Zanghi is the co-founder of Touchstone Advisory LLC, providing financial planning services for global executives and expatriates living in the United States and abroad.
Based in New York, Zachary's interests range from sports to travel. He is also interested in technology, innovation, and entrepreneurship.
Growing up with a disabled brother taught Zachary at an early age, the importance of helping others in need. This experience helped shape the foundation of Zachary’s career aspirations.
Zachary Zanghi graduated from college in the middle of the financial crisis in 2008. He saw firsthand the hardship families experienced and sought a career where he could make a lasting impact. This experience led Zachary to begin his career with Citigroup working as a junior member of a broader advisory team. Zachary received several promotions that culminated in becoming one of the top-performing Citi gold relationship managers. In 2012 Zachary joined deVere USA Inc, where he became an Area Manager and helped deVere attain $500 million in assets under management over five years.
In 2017, Mr. Zanghi was ready to take the next step in his career and co-founded Touchstone Advisory LLC. In addition to his position at Touchstone Advisory, LLC, he is currently a Managing Director of Primary Capital, LLC, a Brokerage Firm Regulated by FINRA. Zachary Zanghi's affiliation with Primary allows him to service both fees based and commission-based clients.
Zachary provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired goals and objectives. He has over ten years of experience in the financial services industry.
Mr. Zanghi holds the following industry licenses and designations: Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, Accredited Investment Fiduciary (AIF®).
Zachary currently resides in Long Island, New York with his wife and son. You can click the button above to get in touch. Feel free to contact Zachary at 646-450-0947 or [email protected]