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Andrew Zach

Portfolio Analyst at Newsquare Capital LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
NewSquare Capital, LLCPortfolio AnalystMay 2024 to Present
SEIAIFS Investment Operations SupervisorAug 2022 to May 2024
SEISenior Investment Operations AnalystMar 2022 to Aug 2022
SEIInvestment Operations AnalystFeb 2021 to Mar 2022
ReminderMediaDirect Sales InternJan 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)

NameRoleLocation
Kimberly Olsan
Kimberly Olsan
Senior Municipal Portfolio ManagerPhiladelphia, PA , United States
M
Miguel Biamon
Senior Fixed Income Portfolio ManagerNewtown Square, PA , United States
Stephen Jones
Stephen Jones
Vice PresidentMalvern, PA , United States
Gang Zhou
Gang Zhou
Portfolio AnalystNewtown Square, PA , United States
L
Lee Grout
Senior Portfolio ManagerDowningtown, PA , United States