Brian Zakrocki

Brian is a Managing Director and Private Wealth Advisor at UBS, bringing a wealth of experience in managing large client portfolios and providing comprehensive wealth management solutions. Before joining UBS, Brian held the role of Senior Managing Director at First Republic Investment Management, starting in 2020. Prior to that, he spent 18 successful years as a Managing Director at Goldman Sachs, where he was a top-performing advisor and an active member of the Advisor's Council. Brian's expertise lies in delivering personalized wealth management strategies for families and foundations, with a focus on trust and estate planning, asset management, and philanthropic guidance. Earlier in his career, he worked as a Certified Public Accountant at Arthur Andersen before transitioning to Goldman Sachs in 2002.

Brian is deeply involved in his community, serving as a mentor for 10,000 Degrees, a nonprofit organization that supports underserved students in achieving their college goals. He also sits on the Advisory Board and Investment Committee for Kellenberg Memorial High School, is an Investment Committee Member for The Binghamton University Foundation, and is an active participant in The Economic Club of New York.

He holds a bachelor’s degree in accounting, graduating summa cum laude from Binghamton University, and an MBA with honors from the New York University Stern School of Business.