ZAG is a national network of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity.
The firms are fiercely independent and entrepreneurial, yet share a common bond in their investment philosophy, wealth management approach, and client focus. All members are committed to providing objective, long-term private wealth management solutions, which include customized investment strategies guided by Modern Portfolio Theory and informed by the latest academic research.
ZAG functions primarily as a business resource and professional support network for these firms. The network’s collective buying power renders access to institutional investments and services, helping member firms offer solutions that are objective, cost-effective, and customized. ZAG also provides a venue for members to gain advanced professional education, exchange business ideas, and explore new financial solutions. This close affiliation also encourages professional accountability as members challenge one another to attain higher levels of client service and technical expertise.
The eight ZAG firms independently manage over $14 billion in total client assets.
This website is a collective effort to highlight ZAG’s philosophy and approach. If you are a potential client of a member firm or an advisor who is interested in joining the ZAG network, we invite you to explore these pages and learn more.
Katie Cullen, Executive Director
A veteran of the financial services industry, Katie brings to ZAG more than 15 years of significant experience in sales, marketing, consulting and relationship management. That expertise serves her well in working with some of the largest and most innovative Registered Investment Advisers in the United States. In addition to actualizing ZAG’s operating goals, Katie works closely with the specialized committees at ZAG to ensure the deep resources and services provided by the organization are enjoyed by member firms. She supervises the new member process and negotiates third party relationships. Katie supports the Leaders within ZAG by assessing policy changes and best practices in the investment management industry in an effort to ensure a transparent, collaborative and innovative organization.