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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
From strategically planning a business sale to developing a long-term investment strategy to helping implement a multi-generational wealth transfer strategy, you should be working with professionals who understand the complexity of your wealth in each area of your financial world.
At the Zakrocki Wladyka Group, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation.
Managing Director–Wealth Management
Financial Advisor
Brian is a Managing Director and Private Wealth Advisor at UBS. Prior to joining UBS, Brian was a Senior Managing Director with First Republic Investment Management, which he joined in 2020. Brian was previously a Managing Director at Goldman Sachs, where he spent 18 years as a Top Advisor and a member of the Advisor’s Council. Brian managed some of the firm’s largest clients and was a mentor to many. His practice is focused on providing holistic wealth management solutions, including trust and estate planning, philanthropic giving and asset management advice, to families and foundations. He was a Certified Public Accountant at Arthur Andersen prior to joining Goldman Sachs in 2002.
Active in his local community, Brian serves as a mentor through 10,000 Degrees, a nonprofit that helps underserved students get to and through college. He is an Advisory Board Member and Investment Committee Member for Kellenberg Memorial High School, an Investment Committee Member for The Binghamton University Foundation, and an active member of The Economic Club of New York.
Brian graduated summa cum laude with a bachelor’s degree in accounting from Binghamton University and earned his MBA, with honors, from New York University Stern School of Business.
Education
Managing Director–Wealth Management
Financial Advisor
Brian is a Managing Director and Private Wealth Advisor at UBS. Prior to joining UBS, Brian was a Senior Managing Director with First Republic Investment Management, which he joined in 2020. Brian was previously a Managing Director at Goldman Sachs, where he spent 18 years as a Top Advisor and a member of the Advisor’s Council. Brian managed some of the firm’s largest clients and was a mentor to many. His practice is focused on providing holistic wealth management solutions, including trust and estate planning, philanthropic giving and asset management advice, to families and foundations. He was a Certified Public Accountant at Arthur Andersen prior to joining Goldman Sachs in 2002.
Active in his local community, Brian serves as a mentor through 10,000 Degrees, a nonprofit that helps underserved students get to and through college. He is an Advisory Board Member and Investment Committee Member for Kellenberg Memorial High School, an Investment Committee Member for The Binghamton University Foundation, and an active member of The Economic Club of New York.
Brian graduated summa cum laude with a bachelor’s degree in accounting from Binghamton University and earned his MBA, with honors, from New York University Stern School of Business.
Education
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
