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About
Zachary Sammons currently serves as a Portfolio Analyst at Sound Income Strategies, LLC, based in Boca Raton, FL. In this role, he is responsible for analyzing portfolio performance, conducting investment research, and supporting the development of tailored income-oriented investment strategies for individual and institutional clients. His work centers on building and managing portfolios that emphasize income generation and capital preservation.
At Sound Income Strategies, LLC, Zachary focuses on fixed income asset classes, such as bonds and dividend-paying equities, with a particular emphasis on sectors suited for retirees and income-focused investors. He supports the investment team in monitoring market trends and implementing tactical allocation decisions within these core income-oriented sectors.
Zachary holds a degree from the University of Mississippi, providing him with a solid foundation in finance and investment principles. His analytical skills and attention to the income investment space make him a valuable asset to the firm’s mission of delivering consistent and reliable income to clients. His notable contributions include supporting the design and maintenance of resilient fixed income portfolios tailored to client objectives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sound Income Strategies | Portfolio Analyst | Jan 2025 to Present | — |
Education
University of Mississippi
2014 — 2018
Others at Sound Income Strategies, LLC (5)
| Name | Role | Location |
|---|---|---|
| Co-Chief Investment Officer, Equity Portfolio Manager | Larchmont, NY , United States | |
E Eric Lutton | Chief Investment Officer | Boca Raton, FL , United States |
| Senior Portfolio Analyst | Boca Raton, FL , United States | |
| Portfolio Analyst | Boca Raton, FL , United States | |
T Tyler Anderson | Senior Portfolio Analyst | Jupiter, FL , United States |
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| Chief Investment Officer and Vice President | Palisades Hudson Asset Management, L.P. | Austin, TX , United States | |
| Vice President, Portfolio Manager | Palisades Hudson Asset Management, L.P. | Stamford, CT , United States | |
| Partner | Archpoint Investors | Lake Zurich, IL , United States |