Zack Cox is a Senior Vice President at Robertson Stephens on the Technology and Operations team. He brings 12 years of experience across wealth management operations, investment oversight, and technology consulting, with a focus on building scalable infrastructure that enhances advisor and client experience.
Prior to joining Robertson Stephens, Zack was Director of Operations at Beacon Pointe Advisors following the acquisition of Hemington Wealth Management, where he also served as Head of the Investment Committee. In those roles, he led operational modernization initiatives, implemented scalable technology solutions, and supported approximately $1.2 billion in assets under management.
Earlier in his career, Zack worked at Envestnet | Tamarac as a Technical Consultant specializing in the Tamarac Trading platform, an award-winning solution for trading and rebalancing. Over five years, he advised more than 400 RIAs nationwide on trading workflows, portfolio operations, and technology integration strategies.
Zack studied Religion with a specialization in Youth Ministry at Liberty University. He currently lives in North Carolina and enjoys endurance sports, golfing, and Carolina Hurricanes hockey.