Operations Specialist

Phone: 484-284-9515
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Zach joined Conestoga Capital Advisors in June 2022 as a member of the operations team. In his role, he is responsible for overseeing various daily operational tasks including portfolio reconciliation and the proxy voting process. Prior to joining the team, Zach worked at SEI Investments within the Special Activities Group as an Operations Specialist from 2018 to 2022. Zach received his MBA with a specialization in Finance from Saint Joseph’s University in 2023 and his BSBA with a concentration in Finance from Kutztown University in 2016. 

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