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, Zach is often tackling new challenges, coaching the next generation of baseball players, or contributing his time and talents to the Red Shoe Crew, the Young Professionals board of the Cincinnati Ronald McDonald House. As Fundraising and Networking Co-Chairman, he helps lead initiatives to raise funds and create opportunities for members to connect. When he’s not on the field or at the House, Zach enjoys working out, playing golf, planning his next trip to Hawaii, and spending quality time with 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
- Board Member and Fundraising and Networking Co-Chairman, Ronald McDonald House Red Shoe Crew Board