ADV Part 2B – Zachary Zanghi

Zachary Zanghi is the Managing Partner and co-founder of Touchstone Advisory, LLC.  In this role, he oversees all aspects of Touchstone Advisory, LLC’s business in addition to providing investment advisory services to clients. Mr. Zanghi has over ten years of comprehensive professional experience in the financial service industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup Global Markets, Inc. In addition to his position at Touchstone Advisory, LLC, he is currently a Managing Director of Primary Capital, LLC, a Brokerage Firm Regulated by FINRA.

Mr. Zanghi provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Mr. Zanghi affiliation with Primary provides his Touchstone clients with a broader range of investment opportunities and allows Mr. Zanghi to service both fee based and commission-based clients.

Mr. Zanghi received his Bachelor of Business Administration (BBA), Finance and Information Technology Degree from the State University of New York, Albany. He has the following Licenses & Designations:

• Series 7 – General Securities Representative
• Series 24 – General Securities Principal
• Series 63 – Uniform Securities Agent State Law
• Series 66 – Uniform Combined State Law
• Licensed Insurance Agent – Life, Accident & Health, Variable Life/Annuities
• Accredited Investment Fiduciary (AIF®).

Zachary is originally from the New York City metro area and currently resides in Long Island, New York with his wife and son.

Feel free to contact Zachary at 646-450-0947 or zachary@touchstone-us.com

ADV Part 2B – Adrian Flambard

Adrian Flambard is a Senior Investment Advisor at Touchstone Advisory, LLC.  In this role, he has management responsibilities in addition to providing investment advisory services to clients. Mr. Flambard has over 30 years of professional experience in the financial service industry.  In addition to his position at Touchstone Advisory, LLC, he is the Chief Executive Officer of Touchstone Advisory, Ltd, a Bahama’s registered investment adviser.

Prior to joining Touchstone Advisory, Mr. Flambard was employed by Kleinwort Benson Guernsey, his final position being Managing Director Business Development. His grounding was with PWC and has held various senior positions working in Guernsey, Hong Kong, South Africa, New York, San Francisco and more recently the Bahamas. He has been involved with UK and international pensions for over a decade.

Mr. Flambard provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Mr. Flambard provides investment advisory services in the United States through Touchstone Advisory, LLC as a fully separate service from the advisory services he provides to non-US clients through Touchstone Advisory, Ltd.

Mr. Flambard has the following Licenses & Designations:

• Series 65 – Uniform Investment Adviser Law
• UK Chartered Tax Adviser (CTA)
• UK Trust and Estate Practitioner (TEP)

Currently based in the Bahamas, Adrian has various personal interests and is on the board of a non-profit organization, Kick4Life.

Feel free to contact Adrian at 917-810-3140 or adrian@touchstone-us.com

ADV Part 2B – Matthew Hunkele

Matthew Hunkele is the Director of Operations for Touchstone Advisory, LLC.  In this role, he is dedicated to ensuring client satisfaction through operational excellence.

Mr. Hunkele is a Registered Investment Advisor and provides financial advisory services to high net worth individuals, assisting Touchstone clients with investment strategies to achieve their desired financial objectives.

Mr. Hunkele received his Bachelor of Business Administration (B.B.A.), Accounting and Financial Planning from William Paterson University of New Jersey.

Mr. Hunkele holds the Series 65 license, which qualifies an investment professional to operate as an Investment Adviser Representative.

Matthew resides in New Jersey with his wife and children.

Bennett Linsky is the Director of Client Services for Touchstone Advisory, LLC.  In this role, he is dedicated to ensuring client satisfaction through service excellence.  Mr. Linsky also serves as Director of Client Services for Touchstone Advisory, Ltd, a Bahama’s registered investment adviser, as a fully separate service from his role with Touchstone Advisory, LLC

Prior to Touchstone Advisory, LLC, Bennett has worked in business and financial services for over 4 years.