Meet Our Team
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Jacob Chaparro

Lead Advisor / President / CIO
San Diego CA

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. 

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 daughter, Emilia and recently born son, Barrett alongside their French Bulldog, Remy. In his spare time, Jacob enjoys spending time outdoors, volunteering with local organizations, playing soccer, staying active and most importantly, being with family and friends.

Daniel Sullivan

Financial Advisor / VP
Seattle WA

Daniel joined the team in 2020 as a financial advisor and vice president. He has been in the financial services industry since 2012 and has helped clients with everything from home lending to starting a business. He has developed expertise in financial planning, retirement planning, and investment management for high-net-worth individuals. He works alongside our clients to prepare for the future and to make the most of their present.

Daniel is also the advisor driving our ESG (environmental, social, and governance) offerings at Zenith, helping to provide our clients access to socially responsible investments that further their personal causes while providing financial security.

He is our first advisor in the Pacific Northwest, and lives in downtown Seattle. He spends his time outside of work painting and drawing, hiking the less strenuous trails around the Northwest, and enjoying the city’s nightlife.

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David Fernandes

Financial Advisor / VP
Longmeadow MA

David started his finance career in 2009 working with ING financial in Windsor, CT. Most recently he came to us from TD Ameritrade where he was a Senior Investment consultant working with high-net-worth individuals providing complex financial planning. He is a CRPC (Chartered Retirement Planning Counselor) charterholder.

 

David has a passion for working with families and small business owners to provide individualized financial, investment, and succession/exit planning. Drawing on his years of experience working with people in a variety of different situations, David focuses on personalizing each encounter to address individual needs.

 

David currently lives in Longmeadow, Massachusetts with his wife, Sara, and they are expecting their first child this year. When not in the office he can usually be found with their rescue dog, Guinness, out on the golf course with friends, or enjoying his new passion for rowing.

Nick King

Financial Advisor / VP
St Louis MO

Nick has been in the investment industry since 2005. He began his career with Fidelity Investments, later moving to TD Ameritrade.  For over a decade he has given advice to high-net-worth families and companies with combined assets of 1.2 billion. Before starting his career, he earned his BA from Miami University (OH), where he studied Finance & Management Information Systems.

 

Nick believes in pragmatic specific financial advice and is committed to building long-term relationships with his clients and institutions.  

 

Nick has volunteered his time and expertise to organizations and investment clubs around the Chicago, Cincinnati, and St. Louis area leading educational seminars on finance, including psychology bias and philanthropic investing, among the many other topics he is passionate about.

In his spare time, Nick is an avid reader and enjoys hiking and traveling. He enjoys downtime with his wife Kate and daughter in Kirkwood, MO.

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Ryan Petry

Financial Advisor / VP
Denver CO

Ryan has been in the financial services industry since 2005. He started his career with Charles Schwab before moving on to TD Ameritrade, where he worked as a Branch Manager as well as Sr Financial Consultant managing a book of 700+ clients and $600+ million in assets.

 

He has a passion for getting to know his clients on a professional and personal level in order to best meet their financial needs. Through his years he has developed his expertise in investment management, financial and investment planning as well as retirement planning. 

 

Ryan graduated from Arizona State University with a degree in Agribusiness while pursuing professional golf management. He lives in Arvada, Colorado with his wife Lauren, daughter Daphne, son Donald and dog Harriet. In his free time he enjoys spending time with his family, going on walks and hikes, skiing, golfing, and traveling. 

Jonathan Hoffman

Financial Advisor
San Diego CA

Jonathan joined Zenith Investment Management in 2019. He believes working for Zenith is a tremendous opportunity to help build an RIA from the ground up and be a part of an elite group of advisors. Having the opportunity to work side by side with professionals who have thrived in the wealth management and financial planning business is the ultimate competitive advantage.

Jonathan graduated from The University of Saint Katherine with a BA in Business Management. He was awarded Dean’s List for his academic excellence during his time at Saint Katherine. During his collegiate career he played Division I baseball and was awarded 1st Team All Big-Ten relief pitcher and preseason Big Ten Pitcher of the Year. Working for a boutique firm like Zenith has been an aspiration of his since graduation, and he looks forward to kicking off his career with the support of his colleagues and their wealth of knowledge and experience.

Jonathan and his wife, Tatiana, live in San Diego, California with their newborn son Brooks and two dogs, Nala and Peanut. In his spare time Jonathan enjoys anything outdoors: golfing, snowboarding, playing baseball competitively with friends, and spending time with his family.

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Avery

Tax Advisor / VP
San Diego CA

Avery joined Zenith in 2020 as the dedicated tax professional on our team. Avery retired from her 30 year career as a mental health therapist and moved to California when her daughter had her first child back in 2008. Retirement didn’t suit her and she soon bought a Jackson Hewitt franchise and now has been doing taxes professionally for 11 years. Over the years, she has had personal experience with many different tax situations: self-employment, partnerships, professional corporations, rental properties, individual households, etc. Besides having a solid knowledge base, she also discovered that tax preparation provided an opportunity to help people in an entirely different way than her first career. Helping other has always been a mission of Avery’s and she now feels she has continued on that same track with her first career as well as her current profession.

Avery graduated Norfolk State University with a Master’s in Clinical Social Work. While she attended the program, she was a single parent of two young children and was working full time. Instead of writing a thesis, she was allowed to self-study and pass the exam in an advanced statistics book. When Avery is not working to improve our clients wealth, you can find her spending time with her grandchildren and family, enjoying a good game of bridge or enjoying some time off by enjoying a trip on a cruise line.

Pablo

Analyst / VP
San Diego CA

Pablo Marull joined the team in 2021 as our Investment Analyst. In his role Pablo implements the strategic and tactical asset allocation of Zenith’s investment programs and conducts investment analysis in individual stocks, fixed income, ETFs, Mutual Funds, and private equity. Pablo was previously an advisor, and his experience informs the way in which he conducts and provides his analyses.


Pablo is a Chartered Financial Analyst. Originally from Argentina, he holds a BS in Economics from the Catholic University of Argentina, and a Master’s in Financial Analysis from the University of San Francisco.

 

He’s happily married to Anne and has a daughter with the name of Olivia. In his spare time, Pablo trains and competes in tennis at a national level and most importantly spends time with his family and friends.

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We're Growing!

We're a small firm, but growing fast.

If you, or someone you know, is interested in working for a firm that

feels small but does big things, call us at

858.716.7500 or email careers@zenithim.com.