About
Andrew M. Zach is a Portfolio Analyst at NewSquare Capital LLC in Philadelphia, PA, where he joined the firm in May 2024. In this role, he supports the portfolio management team with analytics, project leadership, and coordination, ensuring that key investments and strategic initiatives are executed efficiently and with precision. His responsibilities involve deep research and data-driven analysis, contributing to the firm's disciplined approach to investment management.
While NewSquare Capital offers investment solutions across a variety of asset classes, Andrew's work centers on supporting multi-asset portfolio strategies, leveraging robust technology and analytics for decision-making. He is recognized by his team for resourcefulness, attention to detail, and a collaborative working style that enhances cross-functional project success.
Andrew Zach holds an Excel Certification and has developed strong leadership and analytical skills through previous professional and academic experiences. He is valued at NewSquare Capital for his initiative and project management, though specific sector or industry focus is not publicly detailed. His growing expertise positions him as a key contributor within the firm's investment analytics discipline.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewSquare Capital, LLC | Portfolio Analyst | May 2024 to Present | — |
| SEI | AIFS Investment Operations Supervisor | Aug 2022 to May 2024 | — |
| SEI | Senior Investment Operations Analyst | Mar 2022 to Aug 2022 | — |
| SEI | Investment Operations Analyst | Feb 2021 to Mar 2022 | — |
| ReminderMedia | Direct Sales Intern | Jan 2018 to May 2018 | — |
Education
West Chester University of Pennsylvania
Economics and Finance
2016 — 2020
Central Bucks HS-East
2013 — 2016
Others at Newsquare Capital LLC (5)
| Name | Role | Location |
|---|---|---|
| Senior Municipal Portfolio Manager | Philadelphia, PA , United States | |
M Miguel Biamon | Senior Fixed Income Portfolio Manager | Newtown Square, PA , United States |
| Vice President | Malvern, PA , United States | |
| Portfolio Analyst | Newtown Square, PA , United States | |
L Lee Grout | Senior Portfolio Manager | Downingtown, PA , United States |