Profile

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Zach Specht is a Managing Director at Winged Keel Group. Based in Texas, he collaborates closely with ultra-affluent clients and their advisors to structure and implement life insurance and annuity portfolios, specializing in Private Placement Life Insurance (PPLI) and Annuity (PPVA) products. He joined Winged Keel Group's New York City office as a Design Analyst in April 2013 before advancing into the role of Client Relationship Manager in March 2014. After nine years in New York, Zach relocated to Winged Keel's San Francisco office to help grow the firm's west coast presence. Zach now lives in Dallas and enjoys playing golf and supporting his alma mater and hometown Texas Longhorns.

Prior to joining Winged Keel, Zach worked at SALI Fund Services in Austin, Texas, where he worked closely with asset managers to build and onboard Insurance-Dedicated Funds (IDFs) as investment options on life insurance company separate account platforms.

Zach is a graduate of The McCombs School of Business at The University of Texas at Austin with a BBA in finance. He holds FINRA Series 6 and 63 securities registrations.