There are two things that attracted Zach Losey to a career in wealth management - the ability to build relationships with people and the privileged opportunity to help those he works with to achieve financial freedom. To Zach, the road to financial freedom is more than just what lies at the end. More importantly, it’s about the journey it takes to get there. As a former collegiate baseball player, Zach knows firsthand what it takes to work as a team to achieve a broader goal; everyone having unwavering dedication, ambition, and discipline. At Foster & Motley, Zach applies those same principles to help clients accomplish their goals.
Zach comes to Foster & Motley after wrapping up his academic and athletic career at the University of Hawaii, where he graduated with a Master of Science in Finance. Prior to UH, Zach attended Ball State University, where he earned a Bachelor of Science in Finance, along with a Minor in Financial Planning. During his time at Ball State, he had the privilege of being part of a team of students who worked as analysts on Ball State University’s Student Managed Investment Fund (SMIF), a nearly 2.25 million dollar portfolio of investments. His education didn't stop there, though; in early 2024 Zach studied for and passed the CERTIFIED FINANCIAL PLANNERTM (CFP®) exam. He is currently is working toward the experience requirement necessary for use of the credentials.
Outside of work, you will most likely find Zach looking for a new challenge to tackle, coaching the next generation of baseball players, or volunteering with the Red Shoe Crew, the Young Professional board of the Cincinnati Ronald McDonald House. As a member of the Networking and Fundraising Committee, he assists with fundraising efforts and generating networking opportunities for members. When he is not on the field or at the House, he enjoys working out, playing golf, and planning his next trip to Hawaii. Zach also enjoys quality time with his friends and family.
Quick Facts:
- Passed CERTIFIED FINANCIAL PLANNERTM (CFP®) exam, 2024
- Graduate of the University of Hawaii with a Master of Science in Finance, 2023
- Graduate of Ball State University Miller College of Business with a Bachelor of Science in Finance, cum laude, 2022