![Zach Means](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Zachary P.
Means is a President at Means Investment Co., Inc. He is on the Board of Directors at Machias Savings Bank.
He works primarily with high net worth and high-income individuals and families on everything from wealth building strategies and estate planning to specific retirement allocations and personalized retirement plans.
He moved to Portland and worked in business development for a small distributor before coming to Means Wealth and joining the family business in July 2009.
He attended Bentley College and received his bachelor’s degree in marketing.
He then went on to the McCallum Graduate School and received his master’s in marketing analytics.
Actieve functies van Zach Means
| Bedrijven | Functie | Begin |
|---|---|---|
Machias Savings Bank
 Machias Savings Bank Savings BanksFinance Operates as a state chartered savings bank | Directeur/Bestuurslid | - |
Means Investment Co., Inc.
 Means Investment Co., Inc. Investment ManagersFinance Means Wealth utilizes model portfolios based upon the client’s risk tolerance, time horizon, and aspirations. Portfolio construction requires consideration of asset allocation, position weightings, diversification and other factors. The client’s investment objective will result in an investment strategy designed for aggressive growth, growth, moderate growth, balanced, conservative or preservation of capital. Both active and passive (index-based) management styles can be used. | President | 01-07-2009 |
Opleiding van Zach Means
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
10
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Means Investment Co., Inc.
Means Investment Co., Inc. Investment ManagersFinance Means Wealth utilizes model portfolios based upon the client’s risk tolerance, time horizon, and aspirations. Portfolio construction requires consideration of asset allocation, position weightings, diversification and other factors. The client’s investment objective will result in an investment strategy designed for aggressive growth, growth, moderate growth, balanced, conservative or preservation of capital. Both active and passive (index-based) management styles can be used. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Machias Savings Bank
Machias Savings Bank Savings BanksFinance Operates as a state chartered savings bank | Finance |
McCallum Graduate School of Business
 McCallum Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
