Brian Zakrocki
Private Wealth Advisor in New York
Brian Zakrockiserves as a Managing Director and Private Wealth Advisor at UBS, where he brings a deep expertise in managing wealth for high-net-worth individuals, families, and foundations. Before his role at UBS, Brian held the position of Senior Managing Directorand Wealth Manager at First Republic Investment Management, where he provided tailored financial solutions for his clients.
Earlier in his career, Brian spent 18 years at Goldman Sachs within the Investment Management Division, where he rose to the role of Managing Director. During his time at Goldman Sachs, he was recognized as a top advisor and was part of the prestigious Advisor's Council, managing some of the firm’s most significant client relationships. His areas of focus include comprehensive wealth management services, such as trust and estate planning, charitable giving strategies, and investment management. Prior to Goldman Sachs, Brian worked as a Certified Public Accountant at Arthur Andersen.
In addition to his professional work, Brian is an active community leader. He mentors underserved students through the nonprofit organization 10,000 Degrees, helping guide them on their path to higher education. He also holds roles as an Advisory Board and Investment Committee Member for Kellenberg Memorial High School, serves on the Investment Committee for The Binghamton University Foundation, and participates in The Economic Club of New York.
Brian earned his bachelor’s degree in Accounting from Binghamton University, graduating summa cum laude, and went on to obtain his MBA with honors from the New York University Stern School of Business.