Zack Wolf Cfp®
About Zack Wolf Cfp®
Zack Wolf, CFP®, is a financial professional with extensive experience in informatics and risk financing, currently serving as Manager at Sutter Health and Portfolio Manager at Boltwood Capital Management. He holds an MBA from the University of California, Davis, and a Master's Degree in Financial Planning from Kansas State University.
Current Role at Sutter Health
Zack Wolf serves as the Manager of Informatics & Risk Financing at Sutter Health. He has held this position since 2011, contributing to the organization for over 13 years. In this role, he focuses on integrating informatics solutions with risk financing strategies to enhance operational efficiency and patient care.
Previous Experience at Sutter Health
Prior to his current role, Zack Wolf worked at Sutter Health as an Informatics Business Analyst from 2009 to 2012. During this three-year tenure, he was involved in various projects aimed at improving data management and informatics processes within the organization.
Educational Background
Zack Wolf holds a Master of Business Administration (MBA) from the University of California, Davis - Graduate School of Management, where he studied Finance from 2007 to 2009. He also earned a Master’s Degree in Financial Planning from Kansas State University, studying from 2013 to 2016. Additionally, he obtained a Bachelor of Science in Managerial Economics from the University of California, Davis, completing his studies from 2000 to 2004.
Experience at Boltwood Capital Management
Since 2015, Zack Wolf has been working as a Portfolio Manager at Boltwood Capital Management. His role involves managing investment portfolios and providing strategic financial guidance to clients, leveraging his extensive background in finance and risk management.
Prior Roles in Financial Services
Before his current positions, Zack Wolf worked at State Street (formerly Investors Bank & Trust) as a Manager/Senior Analyst from 2005 to 2007. He also served as a Project Manager at Walters & Wolf for seven months in 2004 to 2005, where he was responsible for overseeing project execution and ensuring alignment with client objectives.