Zack Sadler, CFA

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Zack Sadler is an institutional retirement plan advisor based in Alpharetta, GA.

Zack serves as a retirement plan services principal and financial advisor responsible for providing holistic, independent retirement plan advisory services to fiduciaries at some of the nations’ most distinguished corporations. Zack became part of CAPTRUST in 2019 and has been in the industry for nearly two decades, getting his start as an intern for Arthur Andersen in 2001. Prior to joining CAPTRUST, Zack was FiduciaryVest’s Atlanta-based office leader and a partner in the firm. 

When he’s not with clients, Zack loves to cook for his wife, Paula, and their two sons. He also enjoys exercising his passion for Brazilian jiu jitsu.

Education

  • Bachelor of Science in finance from the University of Florida

Industry Designations

  • Chartered Financial Analyst

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020, 2021, 2022, 2023 (Team Atlanta)
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Atlanta)

Resources

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