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About
Zach Shirilla, CFA, is an Investment Analyst at Baldwin Brothers LLC (Baldwin Wealth Partners) based in Washington, DC. In his current role, he conducts investment research and analysis, contributing to portfolio construction and risk assessment, while seeking to identify both conventional and unconventional market opportunities. His expertise lies in combining broad market perspectives with focused, detail-oriented research to uncover risks and opportunities across asset classes, with a particular focus on public equity and multi-asset portfolios.
Before joining Baldwin Brothers in 2022, Zach gained experience as an Analyst and Assistant Trader at Edgemoor Investment Advisors and previously served as an Investment Analyst at FAI Wealth Management. His background since 2016 has built deep analytical and practical experience in wealth management and investment advisory environments, catering to high-net-worth individuals and families.
Zach holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute and CFA Society of Washington, DC. He graduated summa cum laude from the University of Pittsburgh with a Bachelor’s degree in Finance, and completed minors in Religious Studies and Economics, showcasing both technical financial acumen and a broad intellectual perspective.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Baldwin Brothers - Wealth Management | Investment Analyst | Mar 2022 to Present | — |
| Edgemoor Investment Advisors | Analyst and Assistant Trader | Jan 2021 to Mar 2022 | — |
| FAI Wealth Management | Investment Analyst | Feb 2018 to Jan 2021 | — |
| First Commonwealth Advisors | Investment Analyst | Mar 2016 to Jul 2017 | — |
| University of Pittsburgh Student-Run Investment Portfolio | Equity Research Analyst and Investment Committee Member | Aug 2015 to May 2016 | — |
| University of Pittsburgh | Financial Research Assistant | Jan 2015 to Mar 2016 | -Created, Maintained and improved existing financial models used for various transactions and analytical purposes. |
| Lift Development LLC | Assistant Property Manager | Jul 2014 to Aug 2014 | -Made decisions directly impacting the value of the properties at my discretion, in addition to carrying out tasks set forth by higher management -Instructed and supervised contracted workers on major... |
Education
University of Pittsburgh
Bachelor’s Degree, Finance, Religious Studies and Economics
2012 — 2016
Skills & Expertise
Others at Baldwin Brothers Llc/ma (6)
| Name | Role | Location |
|---|---|---|
A Andrew McIntire | Managing Partner | Mattapoisett, MA , United States |
 | Investment Analyst | Skokie, IL , United States |
E Ellen Stone | Partner | Marion, MA , United States |
 | Chief Investment Officer | Birmingham, AL , United States |
 | Managing Partner | Marion, MA , United States |
J John Mannix | Partner | Plymouth, MA , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Vice President - Portfolio Manager | ST Germain D J Co. Inc. | Springfield, MA , United States |
 | Portfolio Manager | ST Germain D J Co. Inc. | Northampton, MA , United States |
 | Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States |
 | Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States |
