Zachary S. Mineur, CFA®
Chief Investment Officer, Co-Founder
610-520-1500 x 157
(CFA) Chartered Financial Analyst
Zachary is a co-founder and Chief Investment Officer at Independence Square Advisors. He is a graduate of Rowan University, where he studied Finance and Political Science. He began his career on a trading desk, where he was on a team managing over $4 billion in assets. He joined The Philadelphia Group in 2015 as an analyst, quickly being promoted to Chief Investment Officer after just 18 months. When The Philadelphia Group re-branded as Independence Square Advisors and launched a RIA, he assumed a leadership and founding role at the firm. At Rowan he was a featured columnist for the school newspaper and continues to write often, crafting the Independent Insights blog for Independence Square.
He works directly with personal clients and our financial advisors on the day to day management of their portfolios while leading the research and trading functions for the company.
Zachary is a CFA charterholder and an LPL registered representative, holding the Series 7, 66, and 24 securities licenses. He spends his free time in the kitchen, on the basketball court or pestering his wife Christina and their growing family at their home in Plymouth Meeting.