Zachary Fuqua is a vice president and portfolio manager at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for creating and maintaining personalized investment solutions and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients establish their goals and objectives, developing an appropriate overall strategy, formulating and implementing solutions, conducting regular reviews to monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients on navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risked based strategies to banking and lending needs.
Prior to joining U.S. Trust, Zachary worked directly with financial advisors who offered tax preparation services through to a full array of services including investing, insurance, estate planning, succession planning, and retirement planning at H.D. Vest. He also worked at Behringer Harvard on real estate offerings within clients portfolios.
He earned his B.S. degree in Finance from Texas A&M University. He received the Chartered Financial Analyst® (CFA®) designation and is an affiliate member of the CFA® Society of Dallas/Fort Worth. Zachary is active in the community and currently supports several charitable organizations such as Social Venture Partners-Dallas, Leadership DISD, Austin Street Shelter, Grace Project, Friends of Northaven Trail, and Habitat for Humanity.