Leora Zach, Cfa®
About Leora Zach, Cfa®
Leora Zach, CFA, is a Client Solutions Specialist in Family Office Solutions at UBS, where she has worked since 2022. With a background in investment banking and equity research, she has held various positions at UBS and holds a Bachelor's Degree in Accounting and Finance from The University of Connecticut.
Work at UBS
Leora Zach has held multiple positions at UBS, demonstrating a progressive career within the organization. She currently serves as a Client Solutions Specialist in Family Office Solutions, a role she has occupied since 2022 in the New York City Metropolitan Area. Prior to this, she was an Executive Director for Direct Investments from 2021 to 2022, and an Executive Director from 2019 to 2021. Her earlier roles at UBS include Director from 2016 to 2019 and Associate Director from 2011 to 2016. She began her career at UBS Investment Bank as an Equity Research Assistant in 2007 and later worked as an Investment Banking Analyst from 2009 to 2011.
Education and Expertise
Leora Zach holds a Bachelor's Degree in Accounting and Finance from The University of Connecticut, which she completed from 2005 to 2009. She further enhanced her professional qualifications by achieving the Chartered Financial Analyst (CFA) designation from the CFA Institute between 2017 and 2019. This combination of education and certification reflects her expertise in financial analysis and investment strategies.
Background
Leora Zach has a significant background in finance and investment banking, having worked in various capacities within UBS and its Investment Bank division. Her career spans over a decade, during which she has accumulated extensive experience in client solutions, direct investments, and equity research. Her roles have involved both analytical and managerial responsibilities, contributing to her comprehensive understanding of the financial services industry.
Career Progression
Leora Zach's career progression at UBS showcases her advancement through various roles. Starting as an Equity Research Assistant, she transitioned to an Investment Banking Analyst and then to an Associate Director. Her ascent continued as she became a Director and later an Executive Director, culminating in her current position as a Client Solutions Specialist. This trajectory highlights her commitment to professional growth and expertise in the financial sector.