Navigating client portfolios through the financial markets@ Northstar Investment Management
Marquette, Michigan, United States
Zachary Sturdy
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Northern Michigan University
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FlashIntel GPTZachary Sturdy is an experienced investment advisor with 9.5 years of work experience. He specializes in investment analysis, communication, credit analysis, portfolio management, and strategic planning. Based in Marquette, Michigan, Zachary manages portfolios for individuals and organizations at an independent advisory office. His process focuses on company valuations, economic data, and market behavior to make well-informed investment decisions. Zachary's work involves advising on key turning points in life, such as business ventures, retirement, marriage, divorce, and large purchases. He is also skilled in sift through the nuances of finance to help individuals build a legacy they are proud of.
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I manage portfolios for individuals and organizations at an independent advisory office backed by decades of experience. My process focuses on company valuations, economic data, and market behavior to make well-informed investment decisions. By working directly with clients, I tailor our best ideas to fit their specific situation. Part of my work is advising at key turning points in life, like business ventures, retirement, a new job, marriage, divorce, and large purchases. I sift through the nuances of finance to help people build a legacy they are proud of. My inbox is always open for anyone wanting to chat. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Northstar Investment Management, 307 S. Front Street, Suite 107, Marquette, MI 49855. 906-226-6056. This communication is strictly intended for individuals residing in the state of IN, MI, NJ, WI. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
...See MoreWork Experience
Navigating client portfolios through the financial markets
Investment Advisor
Financial Services
Zachary Sturdy's Professional Milestones
- Credit Analyst Intern (2015-05-01~2016-05-01): Analyzing credit records and providing insightful financial analysis to optimize financial processes.
- Investment Advisor (2016-05-01~): Achieved high returns by providing strategic guidance and consistently meeting investment needs.
Education
Skill
Investment Analysis
Communication
Credit Analysis
Portfolio Management
Strategic Planning
Social Media
Adobe Creative Suite
Research Writing
Microsoft Office
Social Media Marketing
Excel Models
Certification
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Zachary Sturdy works for Northstar Investment Management
Zachary Sturdy's role in Northstar Investment Management is Navigating client portfolios through the financial markets
Zachary Sturdy works in the industry of Financial Services
Zachary Sturdy's colleagues are Ross Larson,Daniel LaBar
Zachary Sturdy's latest job experience is Navigating client portfolios through the financial markets at Northstar Investment Management
Zachary Sturdy's latest education in Northern Michigan University
