Zak Ammirato

Zak is a Private Advisor and Managing Director for Rockefeller Global Family Office. Prior to Rockefeller, Zak was with UBS since 2009 and started in the financial services industry in 1998. Zak started his financial services career as a Private Wealth Advisor at Smith Barney and Roberston Stephens.

Zak provides tailored wealth management strategies and techniques primarily to executives of private/public companies. His experience with pre and post liquidity, tax, estate and investment planning delivers skilled advice to his clients’ needs. His team’s process is deeply rooted in planning, which fosters trusting relationships.

Zak was a student athlete and graduated from the University of California, Los Angeles. He was drafted by the Florida Marlins and played baseball professionally for a few years before joining the financial services industry. He and his wife reside in San Francisco and are involved in their local community.