As a Relationship Manager at Sawchuk Wealth, Zak Thompson helps clients navigate the often-complicated financial decisions that come with a life with wealth. With several years of experience working with high-net-worth-clients, Zak possesses the unique acumen to analyze and organize complex financial challenges and translate them into actionable recommendations for clients.
Prior to joining Sawchuk Wealth, Zak was a relationship manager at Northern Trust where he worked with high-net-worth individuals to understand their needs and objectives and designed portfolios that helped them achieve exceptional results. From this role, Zak developed a deep understanding of the financial markets and how to build financial models that reflect the risks and opportunities of various investments.
Zak holds a bachelor’s degree in finance and economics from the University of Minnesota, Duluth. He is currently a CFA Level I Candidate.
In his free time, Zak enjoys spending time with family, including his two nephews. As a former collegiate hockey player, Zak also enjoys giving his time back to the game by coaching youth hockey in the local area. He also has a passion for all things outdoors — he is an avid golfer, hunter, fisherman, and loves spending time on the water.