Zachary J. Bond-Stefo

Zachary J. Bond-Stefo, is a Private Advisor at Rockefeller Capital Management.

Prior to joining Rockefeller Capital Management, Zach was an advisor at Merrill Lynch. During his tenure, Zach diligently set a high standard of excellence in the investment industry for recent retirees, closely held business owners and public company executives. Zach is enrolled in the CFA® program. He passed Level I of the CFA® exam and is a candidate for the Level II of the CFA® exam.

Prior to joining Merrill Lynch in 2019, Zach worked as a collegiate football coach at Colorado State University and Central Michigan University (2017-2018). Zach earned an M.B.A. from Florida Atlantic University and a B.A. in Economics from Colorado State University. Zach participated in collegiate athletics for both universities.

Zach, lives with his wife Carolina, and their dog Rex. Zach is a native to Denver, Colorado but resides in Ponte Vedra, Florida. He frequently travels to Colorado to visit his family and enjoy the Rocky Mountains. Zach is a member of the Denver Aerospace Group and his local parish Our Lady Star of the Sea.