J. Zachary Monsma, MBA

Jotham Zachary Monsma (“Zach”), has over 25 years of institutional investment advisory experience, while working for financial institutions New Street Research, UBS, JPMorgan, Lehman Brothers, and Prudential in New York and Chicago. Over his career, Zach has provided investment advice to Portfolio Managers and Analysts at such institutions as Fidelity, Blackrock, TIAA-CREF, Nuveen, Invesco, Capital Group (American Funds), Dodge & Cox, AllianceBernstein, Franklin Templeton, Thornburg, Parnassus, Citadel, Millennium, Tiger Management, DE Shaw, and many others. His experience includes equity, fixed income, and real estate asset classes over multiple investment cycles. He has also helped raise capital for over 100 corporations via IPOs and follow-on equity offerings.

Zach was born and raised in Ann Arbor and is thrilled to be back working in the local community!