Senior Compliance Analyst
Manny Batalla, CIPM, IACCP
Compliance & Business Administration Team
Mr. Batalla joined ZCI in 2021 as member of the business administration team, assisting with day-to-day compliance functions and processes. Prior to joining ZCI, he spent 5 years with ACA Compliance Group as a Principal Consultant with responsibility for GIPS® compliance consulting and verification projects, as well as consulting on operational and advisory regulatory matters with domestic and foreign investment managers. Prior to his work with ACA, he worked for Fisher Investments where he was responsible for guiding new clients through operational aspects of the initial portfolio construction process and is a veteran of the US Army where he served as an intelligence analyst.
education
BA in Business Administration with an emphasis in Finance
Portland State University
organizations
Certificate in Investment Performance Measurement™ (CIPM®) from the CFA Institute
Member, CFA Institute
Member, CFA Society of Seattle
Holds the Investment Adviser Certified Compliance Professional® (IACCP®) designation