Zachary Fuqua

Zachary Fuqua, CFA, is a Principal at Diversified Trust, based in Mount Pleasant, South Carolina, where he leads portfolio management and investment strategy for the firm's Charleston office. In this capacity, he is responsible for designing tailored investment solutions, conducting detailed analysis, and delivering comprehensive wealth management services to high-net-worth individuals, families, and institutional clients.

He brings deep expertise in multi-asset class portfolio construction, with a focus on equities, fixed income, alternative investments, and private wealth strategies. Over his career, Zachary has specialized in serving private clients and institutions, with particular attention to risk management and bespoke asset allocation across a range of sectors.

Prior to joining Diversified Trust in 2022, Zachary spent nearly a decade at U.S. Trust (now Bank of America Private Bank) as a Portfolio Manager and PM Associate, gaining extensive experience in client advisory and portfolio oversight. He holds a BS in Finance from Texas A&M University and is a CFA® charterholder, reflecting his commitment to professional excellence and ethical standards in investment management.