Zac Wanzek, CFA, CPA, has been named deputy chief investment officer for Bell Institutional Investment Management. Zac becomes one of Bell’s “next generation” of leaders, having previously served as senior vice president/senior portfolio manager for Bell.
Working closely with chief investment officer Greg Sweeney, Zac is responsible for asset allocation, risk management and multi-sector strategies for Bell’s wealth and institutional clients. He leads the investment team to implement these strategies and oversees the development of Bell’s capital market assumptions. This process involves continuously reviewing the markets, including monitoring the latest macroeconomic trends, emerging risks and relative valuations of various market sectors.
Zac earned bachelor’s degrees in accounting and finance from the University of North Dakota, is a Chartered Financial Analyst (CFA) charter holder and holds the Certified Public Accountant (CPA) designation. He joined Bell in 2012 and serves on the investment and wealth management committees for Bell’s institutional investment management arm. He is also advisory board chair for the North Dakota State University Bison Fund, as well as an industry mentor and advisor for the CFA Institute Research Challenge. Zac is a member of the North Dakota CPA Society, CFA Institute and CFA Society Minnesota.
“We are proud to have Zac take on an increased leadership position,” say Patrick Chaffee, Bell’s executive vice president of banking and wealth management. “Along with Greg Sweeney, Zac will continue to guide our company’s growth in the region and our expansion of all areas of investment management, including private wealth and management for large institutions. I know he’ll also mentor other leaders in successful careers here at Bell.”