Zach McMillan
Zach McMillan
Vice President, Relationship Manager
San Francisco
Zach is a Relationship Manager in our San Francisco office. He works closely with our Advisors to prepare performance reports and handle all client requests. He joined Summit Trail in June 2021. Prior to Summit Trail, Zach was an associate at First Republic Private Wealth Management.
Education:
Zach has a Bachelor of Arts in Economics from the University of California, San Diego.