Zach Mullally is an investments senior associate in Rochester, NY.

Zach works in coordination with the portfolio management and wealth planning teams to identify appropriate investment plans based on client-specific variables including risk/return appetite, cash flow needs, and tax considerations. Additionally, he focuses on educating clients, helping them better understand their finances and the rationale behind the construction of their investment portfolios. He joined CAPTRUST through Cobblestone Capital Advisors in 2025.

Zach graduated from Nazareth University and earned his Bachelor of Science degree in finance. Upon graduation, Zach earned his CERTIFIED FINANCIAL PLANNER™ certification.

Outside of work, Zach enjoys listening to music, exercising, hiking, and playing soccer.