Zachary H. Shafran

C0-Chief Investment Officer, Senior Portfolio Manager

Zack serves as the Co-CIO and co-manager of the Meritage Growth Equity strategy.  Prior to joining Meritage, Zack spent over 30 years with Waddell and Reed, where he served as both Portfolio Manager and Co-Manager for the firm’s Science and Technology Fund strategy.  He also served as the Director of Research for Global Equity and Fixed Income (2011 – 2016).  Zack began his career as a health care analyst.

Zack is a member of the CFA institute and Kansas City Society of Financial Analysts.  He received his BBA and MBA from University of Missouri-Kansas City.

He enjoys spending time outdoors, cycling, hiking, hunting, and fishing. He is a member of the Board of Directors and Executive Committee of the Heart of America Council, BSA as well as a supporter of the Kansas City Ballet.

Quote: “Spend each day trying to be a little wiser than you were when you woke up. Discharge your duties faithfully and well. Slug it out one inch at a time, day by day. At the end of the day — if you live long enough — most people get what they deserve” – Charlie Munger