ABOUT

Vector Capital Management is the financial resource you’ve been looking for. Our team is uniquely outfitted to assist with your investment accounts, financial planning,1 estate and life insurance needs, tax management, stock option plans,2 and retirement.

On a personal level, Vector Capital will assist with navigating the intricacies of all things financial, from your 401(k), to your investment choices, taxes, and wealth accumulation strategies. Vector Capital also designs and manages institutional retirement plans for companies and business owners.

Founders

BENJAMIN ZIMBEL

CEO

Ben transitioned into financial services after beginning his career at a commercial real estate and capital management company based in Rockefeller Center, New York City. After gaining experience in the banking sector, Ben began building his practice at an independent planning firm in Boston. Originally from Connecticut, Ben now calls Boston his home where he is an active member of the Charles River Esplanade Association and works with other non-profit organizations. You can find Ben running trail and road races, powder skiing, or down on the Cape with friends and family on summer weekends.

JACOB WALDMAN

COO

Jake moved to New York City after graduating Boston University’s Questrom School of Business to rebuild and manage an office for an independent planning firm. After two years in New York, Jake moved home to Boston to start Vector Capital Management, bringing with him his knowledge and experience from contributing to one of the fastest growing financial services companies nation-wide. He serves as an operations and growth consultant to many local businesses. When not attending his niece’s and nephew’s sporting events you can find Jake sailing on the Charles River and on Boston’s North Shore.

1Financial Planning provided only by an HTK Investment Advisor Representative.

2Stock Plan Services provided only by an HTK Series 7 Representative.

Let’s Get Started

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