Zac Wanzek

Zac Wanzek, CFA, CPA

Deputy Chief Investment Officer

Zac Wanzek’s responsibilities include investment strategy creation and portfolio management for institutional clients, with whom he works closely to set investment objectives and construct portfolios designed to achieve those goals. While Zac specializes in fixed income, he has broad investment knowledge across multiple asset classes.

Zac has over 10 years of investment and financial industry experience. He began his career consulting with insurance clients around the U.S. before transitioning to a portfolio management role with Bell in 2012.

When he’s not at work, Zac enjoys golfing, watching sports, and spending time with family and friends.

Zac holds bachelor’s degrees in accounting and finance from the University of North Dakota. In 2009, he became a Certified Public Accountant (CPA), and in 2015, he earned the Chartered Financial Analyst designation.

Zac serves on the North Dakota State University College of Business Industry Advisory Board.

Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.