Financial and Investment Services in Corte Madera, CA
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Managing Director and Principal
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Financial and Investment Services • Financial Services
Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei.
Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, where he spent 10 years running a successful small cap product which he grew from $10 million to over $1 billion in assets. After Franklin, he was a Principal and Portfolio Manager at Osterweis Capital Management.
415-307-5968
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Worldwide > United States > Corte Madera > Financial and Investment Services