Zach Adams serves as Managing Director for Timbrel Capital. He provides strategic direction while overseeing the operational processing, new fund on-boarding, sales support, BD/RIA client services, transfer agents, and custodial firms.
Zach has been in the financial services industry for over nine years. He began his career with an independent retirement plan consulting firm where he gained experience working with retirement plans and advisors before working with a trust company focused on the alternative investment space. Prior to joining Timbrel, he served as Managing Director – Head of Operations for Evolv Capital Partners, a distribution firm focused on raising capital through the retail channel.
Zach graduated from Barry University with a Bachelor of Science degree in Professional Administration. He holds FINRA Series 7 and 63 registrations along with an active Project Management Professional (PMP) certification.