Zachary Forster (CRD# 4942717) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, CO and has over 16 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thornburg Investment Management, Inc. | Santa Fe, NM | Jun 2023 - Current | < 1 |
| Janus Henderson Distributors Us LLC | Denver, CO | Jan 2022 - Jun 2023 | 1 |
| Janus Henderson Investors Us LLC | Denver, CO | Jan 2021 - Jun 2023 | 2 |
| Janus Distributors LLC | Denver, CO | Mar 2016 - Jan 2022 | 5 |
| Janus Management Holdings Corp | Denver, CO | Mar 2016 - Jan 2021 | 4 |
| Victory Capital Management | Greenwood Village, CO | Jul 2007 - Mar 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2007 |
- CA
- NM
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Total Assets Under Management41,832MILLIONS
-
Total Number of Accounts750ACCOUNTS
-
Average Account Value$55,776,526
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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