Zach Means

President at

Means Investment Co., Inc.

Finance

Consumer Services

Profile

Mr. Zachary P.
Means is a President at Means Investment Co., Inc. He is on the Board of Directors at Machias Savings Bank.
He works primarily with high net worth and high-income individuals and families on everything from wealth building strategies and estate planning to specific retirement allocations and personalized retirement plans.
He moved to Portland and worked in business development for a small distributor before coming to Means Wealth and joining the family business in July 2009.
He attended Bentley College and received his bachelor’s degree in marketing.
He then went on to the McCallum Graduate School and received his master’s in marketing analytics.

Zach Means active positions

Companies	Position	Start
Machias Savings Bank Machias Savings Bank Savings BanksFinance Operates as a state chartered savings bank	Director/Board Member	-
Means Investment Co., Inc. Means Investment Co., Inc. Investment ManagersFinance Means Wealth utilizes model portfolios based upon the client’s risk tolerance, time horizon, and aspirations. Portfolio construction requires consideration of asset allocation, position weightings, diversification and other factors. The client’s investment objective will result in an investment strategy designed for aggressive growth, growth, moderate growth, balanced, conservative or preservation of capital. Both active and passive (index-based) management styles can be used.	President	01/07/2009

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Private companies	4
Means Investment Co., Inc. Means Investment Co., Inc. Investment ManagersFinance Means Wealth utilizes model portfolios based upon the client’s risk tolerance, time horizon, and aspirations. Portfolio construction requires consideration of asset allocation, position weightings, diversification and other factors. The client’s investment objective will result in an investment strategy designed for aggressive growth, growth, moderate growth, balanced, conservative or preservation of capital. Both active and passive (index-based) management styles can be used.	Finance
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Machias Savings Bank Machias Savings Bank Savings BanksFinance Operates as a state chartered savings bank	Finance
McCallum Graduate School of Business McCallum Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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