Professional Credentials
Education & Experience
- Education: Marc Zaro holds a Bachelor’s degree in Business & Geology from the University of Colorado, Boulder, providing a solid foundation in both finance and analytical thinking.
- Experience: Marc Zaro’s an expert in Private Equity Placements, 1031 Exchanges, Qualified Opportunity Zone Funds, 10b5-1 Trading Programs, and Tax-Sheltered equity awards for executives. His career foundation is working with prestigious Fortune 25 firms. He is classically trained in New York City acting President of GM Private Equity and Advisor at Great Point Capital.
Expertise
- Expertise: Marc Zaro specializes in private equity strategies for high-net-worth individuals and business owners, 10b5-1 financial trading programs for executives, tax-sheltered fiduciary consulting, and more. His proficiency extends to 144 Restricted Stock, Incentive Stock Options, and syndication for private offerings, offering comprehensive solutions for his clients’ financial needs.