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Zachary Hubert

Zachary Hubert

Vice President, Portfolio Manager at CSM Advisors, LLC

Pittsburgh, PA , United States

About

Zachary Hubert, CFA, is Vice President and Portfolio Manager at CS McKee in Pittsburgh, Pennsylvania, where he is responsible for the management and oversight of institutional fixed income portfolios. As part of the firm’s Fixed Income investment team, he focuses on delivering tailored strategies across core and customized mandates for pension funds, insurance companies, and other institutional clients. His expertise encompasses investment-grade fixed income sectors, including government, corporate, and securitized bond markets.

Previously, Zachary served as Senior Fixed Income Analyst and Trader at CS McKee, bringing more than a decade of experience in fixed income security selection, risk analysis, and portfolio implementation. He began his career at the firm as a Fixed Income Analyst and Trader, demonstrating a consistent record of advancement through increasingly senior roles and contributing to the firm’s disciplined and collaborative investment process.

Zachary holds a Bachelor of Business Administration, summa cum laude, in Investment Management, Finance, and Accounting from Duquesne University. He is a CFA charterholder and has been recognized for his analytical acumen and commitment to client outcomes in the institutional fixed income arena.

Career History

OrganizationRoleDate RangeDetails
CS McKeeVice President, Portfolio ManagerJul 2023 to Present
C.S. McKeeSenior Fixed Income Analyst and TraderApr 2018 to Jul 2023
One of the five voting (decision making) members of the fixed income team managing $6.5+ billion that focus primarily in achieving client return goals through consistent risk adjusted outperformance w...
C.S. McKee, L.P.Fixed Income Analyst and TraderOct 2012 to Mar 2018
Support and assist portfolio managers across the wide array of products and sectors while focusing on maintaining consistency among smaller custom products to our larger marketable composites. Perform...
C.S. McKee, L.P.Performance AnalystJan 2010 to Sep 2012
Calculate, analyze, and report GIPS appropriate performance using SVC’s Sylvan performance calculation software for all client accounts and firm wide composites. Perform daily account performance audi...
C.S. McKee, L.P.Portfolio AccountantMar 2009 to Dec 2009
Support the operations of the investment managers by reconciling portfolio transactions and account holdings against custodial statements while using numerous problem solving and communication skills ...

Education

Duquesne University

Bachelor of Business Administration (B.B.A.), Summa Cum Laude, Investment Management, Finance, Accounting

2006 2010

Skills & Expertise

Microsoft Office
Electronic Trading
Performance Measurement
Bloomberg
Charles River IMS
Fixed Income Strategies
Fixed Income Portfolio Management
Market Analysis
Fixed Income Portfolio
Fixed Income Analysis

Others at CSM Advisors, LLC (9)

NameRoleLocation
Andrew Faderewski
Andrew Faderewski
Investment Manager - Internal PortfoliosSewickley, PA , United States
Brian Allen
Brian Allen
Chief Investment OfficerSewickley, PA , United States
Clayton Wilkin
Clayton Wilkin
Portfolio ManagerAtlanta, GA , United States
S
Scot Heggen
Head Equity TraderLakeville, MN , United States
S
Shawna Aufman
Senior Equity Portfolio ManagerPittsburgh, PA , United States
Cfa® Cfp®
Cfa® Cfp®
Partner, Portfolio ManagerMalvern, PA , United States
C
Craig N
Senior Portfolio ManagerCleveland, OH , United States
Graham Harkins
Graham Harkins
Portfolio Manager, Value StrategiesCleveland, OH , United States
M
Michael B
Partner, Portfolio ManagerMedina, OH , United States