Prior to joining U.S. Trust from PricewaterhouseCoopers LLP, Zac spent his professional career in public accounting where he counseled clients on a wide range of matters including income tax planning, estate tax planning, wealth transfer planning, charitable planning and deferred compensation planning. Although Zac served a diverse client base, many of his clients were private business owners or corporate executives.

Zac earned his Bachelor of Science degree, magna cum laude, from the University of Maryland, College Park, and his Master of Science in Taxation from American University. Zac is a Certified Public Accountant, licensed in Virginia, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. He is also an active member in the Washington, D.C. Estate Planning Council.
Zac does not provide tax advice in his role at U.S. Trust.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.