Zachary Lazar

About Zachary Lazar

Throughout my career, I have been guided by a simple belief: enduring relationships…

Experience

1. Regional Director Midwest

   Capital Group Private Client Services

   Jan 2017 — Present

   As a Senior Vice President and Regional Director at Capital Group Private Client Services, I lead our team of wealth management professionals in Chicago and the Midwest Region. Together we work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I also help nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management.Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts, and foundations. We are backed by the global resources of Capital Group—one of the world’s oldest and largest asset management firms, with nearly employees in offices around the world and $2.0 trillion under management. Learn more about Capital Group Private Client Services at under management as of December 31, 2019. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios.

Education

• Loyola University of Chicago

  BBA

  1981 — 1985

Skills

• Change Management
• Finance
• Performance Motivation
• Organizational Leadership
• Credit
• Management
• Sales
• Wealth Management Services
• Leadership
• Strategic Leadership
• Asset Managment
• New Business Development
• Wealth Management
• Cross-Functional Team Leadership
• Financial Analysis
• Team Leadership
• Strategic Planning
• Asset Management
• Private Banking
• Portfolio Management
• Sales Motivation
• Investments
• Financial Planning
• Investment Management
• Asset Allocation
• Banking
• Sales Management
• Financial Services