Zachary J. Bond-Stefo

Zachary Bond-Stefo is a private wealth advisor at Rockefeller Global Family Office, known for his exceptional service to private business owners, executives, and corporate retirees.

The Rockefeller experience focuses on meeting the unique dynamics of each client, adapting to how those needs unfold, and providing solutions to opportunities and challenges. Our wealth strategists, supported by a specialized team of CPAs and LLMs, empower Zach to discuss specific financial planning ideas and action plans for implementation. This includes introducing subject matter experts in taxation, risk management, corporate strategy, estate planning, philanthropy, and executive compensation.

The team’s investment philosophy is fluid and nimble, unconstrained by conventional and outdated portfolio construction techniques. They constantly recalibrate a balance of resilience and conviction on an open architecture platform with intellectual capital, resources, and an elevated client experience.

Guided by values of placing the client at the center, Zach conducts business with uncompromising integrity, pursuing uncommon opportunities, and maintaining the freedom to explore, Zach stays true to philanthropic priorities and seeks to cultivate relationships in the community. He constantly seeks out ways to innovate, challenge, and grow through relentless execution to achieve the unachievable.

Zach has earned a B.A. in Economics from Colorado State University and an M.B.A. from Florida Atlantic University. Zach is also a Certified Exit Planning Advisor, a designation specializing in supporting business owners. Zach is currently a candidate for the CFA Level III exam

Living in Ponte Vedra, Florida, with his wife Carolina and their dog Rex, Zach frequently visits his hometown of Denver, Colorado. He enjoys traveling, cooking, and outdoor activities, and is active in the Jacksonville CFA Society and the Denver Exit Planning Institute.