Zachary H. Shafran

Co-Chief Investment Officer, Senior Portfolio Manager

Zack serves as the Co-CIO and 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