Jacob C. Chaparro is the firm’s President and CIO. In his role, Jacob oversees the implementation of all Zenith’s investment programs alongside managing the day-to-day business operations and activities. Prior to Zenith, Jacob was an Investment Consultant with TD Ameritrade where he was responsible for 400 households that represented approximately $620 million dollars in total assets. He was also previously an Investment Representative with Fidelity Investments. During his tenure with TD Ameritrade and Fidelity, Jacob largely worked with high net worth clients in trading, investment management and financial planning.
Although Jacob has extensive experience in all facets of the financial services industry, he specializes in investment management, trading, retirement planning, tax efficient investment strategies, and wealth preservation. Jacob works closely with clients to collaboratively develop solutions to meet their specific financial goals. Over the course of his career, Jacob has helped hundreds of clients develop and execute their often-complex financial plans and investment portfolios.
Jacob graduated from Arizona State University with a B.S. in Real Estate Development. Originally from Mexico City, he is also fluent in Spanish. Jacob and his wife, Rebecca, live in San Diego, California with their recently born baby girl, Emilia, and their dog, Tillman. In his spare time, Jacob enjoys spending time outdoors, volunteering with local organizations, staying active and being with his family and friends.
Vice President/Lead Advisor
Richard joined Zenith Investment Management in 2018 in pursuit of his longtime goal of working with a private practice. His extensive career spans over 30 years where he performed leadership, supervisory and production roles with TD Ameritrade and Charles Schwab. He has received numerous awards for excellence in leadership, customer service and sales throughout his career.
He has intimate working knowledge of all facets of investment management and financial planning. He takes pride in his listening skills and customizing solutions to the individual. Working for an independent practice allows him to act as a true fiduciary with no conflicts or constraints.
Richard graduated Magna Cum Laude from Georgia State University with a Bachelor of Business Administration degree. His area of concentration was Corporate Finance where he obtained a perfect 4.0 GPA in his core studies. He was awarded Dean’s list and lifetime membership to the Beta Gamma Sigma Honor Society for his academic excellence. Richard resides with his wife in San Diego. In his spare time enjoys hiking and performing with his 60’s rock group “The Jukebox Kings”.