Richard Zenker is an advisor at Overbrook Management Corporation in Boca Raton, FL, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Overbrook since 2003. Overbrook provides discretionary investment management to high-net-worth individuals and institutional clients, offering family office services and managing several privately offered funds. The firm’s investment approach relies on bottom-up fundamental research and risk management across public equities, fixed income, and alternative investments.

Wade Goehle is a financial advisor at Overbrook Management Corporation with a Series 65 designation and seven years of experience. He previously worked at KPMG for three years before joining Overbrook in 2019. Overbrook serves primarily high-net-worth individuals and institutional clients with discretionary portfolio management for separately managed accounts, family office services, and reporting. The firm employs a bottoms-up fundamental research approach and manages privately offered pooled investment vehicles, alongside providing administrative services for unaffiliated private funds.