Rising star in private wealth: The journey of Marc Zaro
From the busy streets of Chicago to the tranquil landscapes of Colorado, Marc Zaros The trip is a testament to his unwavering commitment and diverse interests. Born and raised in Chicago, Illinois, Marc’s early life was marked by a passion for sports and leadership. He attended the Latin School of Chicago and later graduated from Mt. Carmel High School, where he captained the Varsity Soccer team and demonstrated an early talent for leadership and teamwork.
Marc’s academic pursuits took him west to the University of Colorado Boulder, where he earned bachelor’s degrees in business administration and geology. His time at CU Boulder wasn’t just about academics; It was a time of holistic development. Marc was actively involved in the Colorado University Ski Club, the Colorado University Real Estate Club and the Colorado University Investment Club. These affiliations reflect his diverse interests and ability to effectively balance academic learning and extracurricular activities.
At the moment, Marc Zaro is continuing his education in the University of Chicago’s Certified Private Wealth Advisory program. His commitment to continuous learning is evident as he strives to remain at the forefront of wealth management and advisory services. His interests extend beyond science and business; He is passionate about philanthropy, climbing, skiing, soccer, fly fishing and 4×4 off-road driving, showcasing his adventurous spirit and versatile personality.
In 2019 Marc Zaro founded GM Capital Private Wealth, where he serves as president. GM Capital Private Wealth targets a distinguished clientele including corporate executives, qualified buyers, institutional investors and board members of multi-billion dollar public entities. Marc’s expertise in both private and public equity markets allows him to represent a wide range of clients domestically and internationally. His leadership at GM Capital is characterized by a client-centric approach aimed at providing trusted expertise and tailored portfolio recommendations.
Prior to founding GM Capital, Marc gained valuable experience at Merrill Lynch Pierce Fenner & Smith Inc., where he joined as an investment advisor representative in November 2017. Prior to joining Merrill Lynch, he was a registered representative of AXA Advisors in Manhattan. New York. His primary focus at AXA was the implementation and monitoring of 144 Restricted Stock and the Financial Wellness Program for clients with group retirement plans. This comprehensive program is designed to help planning participants identify and prioritize their financial goals and develop actionable strategies. It encouraged ongoing collaboration between advisors and participants, fostering a long-term advisor relationship that spanned their careers and into retirement.
Marc’s mission is to accompany his clients throughout their entire financial journey, helping them create intergenerational wealth and transfer their inheritance in a tax-optimized manner. His expertise spans a broad range of financial strategies and services, including private equity strategies for individuals and business owners, 10b5‑1 financial trading programs for executives, tax-favored trust advisory, and the administration of various stock options and retirement plans. His expertise extends to execution trading, hedge fund manager monitoring, securities lending, tax loss harvesting, tax deferral tactics and concentrated equity monetization.
In addition to his in-house capabilities, Marc leverages external partnerships with renowned institutions such as Blackstone, Eaton Vance, Goldman Sachs, Morgan Stanley, Van Eck, Blackrock and Gotham Asset Management. These partnerships enable it to pursue world-class private equity deal flow and ensure its clients have access to the best investment opportunities available.
Marc’s approach to wealth management is holistic and client-focused. He designs and implements 401(K) plans and cash balance retirement strategies for executives, ensuring they can maximize their income from external sources while optimizing their core compensation. His strategic thinking and extensive knowledge of the financial landscape make him a valuable advisor to his clients, helping them confidently master complex financial scenarios.
In summary, Marc Zaro’s journey from head of a high school football team to president of GM Capital Private Wealth is a story of dedication, continuous learning and a commitment to excellence. His diverse interests and holistic approach to asset management make him a standout in the industry. As he continues to grow and develop in his career, Marc remains focused on his mission of helping clients achieve their financial goals and secure their financial legacy. His story serves as an inspiration for aspiring wealth advisors and is a testament to the power of persistence and passion.
