Zachary Long, Cfa
About Zachary Long, Cfa
Zachary Long is a Corporate Strategy & Stakeholder Relations Associate at Russell Investments, where he has worked since 2021. He holds a B.S. in Management Science & Engineering from Stanford University and has experience in financial modeling and stakeholder management.
Work at Russell Investments
Zachary Long serves as a Corporate Strategy & Stakeholder Relations Associate at Russell Investments, a position he has held since 2021. In this role, he manages relationships with external stakeholders, including equity owners, bankers, and rating agencies. He collaborates closely with the CFO, Vice Chairman, and Chief Strategy Officer to support corporate strategy initiatives. Long leads the development of strategic framing for mergers and acquisitions (M&A) opportunities and is responsible for creating and owning all firm valuation models.
Education and Expertise
Zachary Long holds a Bachelor of Science degree in Management Science & Engineering with Distinction from Stanford University, where he also completed a Minor in Economics. He furthered his education at HBX | Harvard Business School, earning a Certificate in Financial Accounting from 2017 to 2018. His academic background provides a strong foundation for his expertise in corporate strategy and financial analysis.
Background
Zachary Long's professional journey includes various roles in finance and strategy. He began his career as a Research Intern at Aaa Capital Management Inc in 2011. He has held multiple positions at J.P. Morgan Asset Management, including Asset Management Summer Analyst, Investment Strategist, and Investment Strategy Analyst. Prior to his current role, he worked as a Corporate Strategy & Stakeholder Relations Analyst at Russell Investments from 2019 to 2021. His early experiences also include internships at Vinson & Elkins and tutoring at TestMasters.
Achievements
During his tenure at J.P. Morgan Asset Management, Zachary Long contributed to the flagship publication 'Eye on the Market' by developing financial and economic models. His work in this area demonstrates his ability to analyze complex financial data and communicate insights effectively. At Russell Investments, he has taken on significant responsibilities related to corporate strategy and stakeholder relations, indicating his growth and impact within the organization.