Zachary McGill is a Managing Director at Joel Isaacson & Co. , where he has worked since 2007. He specializes in comprehensive financial and tax planning for high-net-worth individuals, with expertise in executive stock awards and cash flow management. He holds a BS from the University of Colorado Boulder.
Originally from Southern California, Zachary now resides in New Jersey with his wife and children. His personal interests include traveling and engaging in various outdoor activities, which he enjoys in his time away from the office.
He has been repeatedly named to Forbes "Best-In-State Wealth Advisors" and "Top Next-Gen Wealth Advisors" rankings.
Zachary McGill, CFP®
Managing Director at Joel Isaacson & Co., LLC
New York, New York, United States
Overview
Topics They Care About
Wealth Management
He provides comprehensive financial and tax planning for high-net-worth individuals and families, which has been his focus since starting his career in 2007.
Executive Compensation
His professional biography highlights a specific expertise in advising executives on the strategic management of their employee stock awards.
Outdoor Activities
His official company profile mentions that he enjoys spending his personal time participating in outdoor activities and traveling.
Media Appearances
Zachary has no verified media appearances
Work History
7-2017
Managing Director at Joel Isaacson & Co., LLC
9-2014 - 7-2017
Director at Joel Isaacson & Co., LLC
9-2007 - 9-2014
Senior Advisor Associate at Joel Isaacson & Co., LLC
Education
2002 - 2006
BS from University of Colorado Boulder - Leeds School of Business
More Information
Social Presence :
Prographics :
Exp : 18
Location : New York, New York, United States
Job Level : Mid-senior
Designation : Managing Director at Joel Isaacson & Co., LLC
