“I don’t think people realize that those ‘right place, right time’ moments come up more often than it may seem. When they’re there, you have to be willing to seize the opportunity. You have to take a swing at it.”
From physics to finance — Zach Hager’s career has had many interesting twists and turns. After deciding to change course from a Ph.D. in physics, Zach turned to the financial services industry. As a managing partner at The Professional Alliance, Zach and his business partner, Chris Barone, are two of the youngest enterprise leaders at Cambridge. Zach is also a valued member of Cambridge’s Technology Advisory Council, which is constantly leveraging technology to better serve financial professionals. Tune in to Episode 153: A Matter of Time, to hear Zach discuss:
His journey from physics to finance
Why he and Chris decided to take a leap of faith and operate their own enterprise
How their firm has evolved
How they leverage technology to create efficiency
Listen to the full episode to learn more about Zach’s journey!
Zach Hager is a managing partner and vice president at The Professional Alliance. Zach graduated with a bachelor’s degree in physics from the University of Massachusetts Dartmouth, where he also played soccer as the starting goaltender. He holds FINRA Series 7, 24, and 66 licenses. Zach and his managing partner, Christ Barone, support financial professionals, law offices, accounting firms, and financial institutions throughout the U.S. While not working, Zach can be found on a soccer field as he’s involved in several intramural leagues. He’s also a big Pittsburgh Steelers fan.
The Professional Alliance is located in Milford, Massachusetts, and works as an ally and advocate for clients, focusing all energy on helping them achieve their goals. Zach is committed to offering highly personalized services to his clients, with support tailored to each unique need.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Professional Alliance and Cambridge are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.