Meet Our Team

OMAR KHAN – VP/Portfolio Manager

omar-khanOriginally from Sri Lanka and Pakistan, Omar Khan earned his Bachelor of Science (with Honors) in Accounting and Finance from Lahore University of Management Sciences in Lahore, Pakistan.  Bringing with him a love of Pakistani cuisine and basketball, Omar moved to the U.S. to pursue graduate study. He received a Master’s degree in Finance from George Washington University in Washington D.C., where he also served as a Graduate Teaching Assistant.  Before joining ZT, Omar gained experience as an Audit Intern for Ernst & Young Islamabad, a Marketing Communications Intern for British American Tobacco and as a Reporting Analytics Intern for Primatics Financial.

A new addition to the ZT Wealth team, Omar’s passion for corporate finance and risk management, coupled with his entrepreneurial drive, exemplify the core values of the organization.  With expertise in corporate valuation, financial analysis, budgeting and pro forma financial statements, Omar has an acute ability to provide detailed, accurate analytics that are essential for smart business decisions and company growth.

CFA: Level III Candidate

FINRA licenses: Series 7,66