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Zack Ellison, CFA, CAIA

Investment Fund Manager | Podcast Host | Doctoral Business Student | Author | 100,000+ Newsletter Readers | LinkedIn Top Voice

Zack Ellison, CFA, CAIA, is a highly accomplished professional with a strong background in finance, investments, and risk management.

As the Founder, Managing General Partner, and Chief Investment Officer of Applied Real Intelligence (A.R.I.), Zack leads the investment activities of the firm, specializing in growth credit for VC-backed technology companies in North America.

Prior to A.R.I., he held key positions at reputable financial institutions including Director of U.S. Public Fixed Income at Sun Life Financial, corporate bond and credit default swap trader at Deutsche Bank, and investment banker at Scotia Bank during the Global Financial Crisis.

Zack's educational achievements include an MBA from The University of Chicago Booth School of Business, an MS in Risk Management from NYU's Stern School of Business, and a BA in Economics from Swarthmore College. He is currently pursuing a Doctorate in Business Administration at the University of Florida.

In addition to his academic credentials, Zack holds the prestigious designations of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). Furthermore, he previously obtained FINRA Series 7, 55, and 63 licenses.

Zack Ellison's expertise and experience in finance and investments make him a prominent figure in the industry. His podcast, 'The 7 in 7 Show with Zack Ellison,' and the innovative solutions offered by A.R.I. demonstrate his commitment to excellence and innovation in the field of finance.

Prospective investors and borrowers interested in A.R.I.'s offerings can find more information at www.arivc.com.

To listen to insightful interviews with top technology investors, tune in to 'The 7 in 7 Show with Zack Ellison' at www.7in7show.com.

Zack Ellison, CFA, CAIA
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Location

St Petersburg, Florida, United States