Zach Pfanstiel

Zach joined UBS in May 2022 to lead Financial Institutions M&A effort for UBS in the Americas; he is responsible for overseeing M&A execution and partnering with the Financial Institutions Group to drive strategic dialogue with clients across asset management, banking, specialty finance, insurance and financial technology.

Zach has spent his 20-year career in M&A and financial services coverage, where he advises clients on strategic alternatives, capital markets and government-led and private industry restructurings.  His range of M&A transaction experience includes spin-offs, mergers-of-equals and joint ventures, among others. Prior to joining UBS, Zach worked in the Financial Institutions Group at J.P. Morgan and Deutsche Bank, as well as M&A roles at Citigroup and Guggenheim.

Education: Magna Cum Laude, Duke University, Bachelor of Arts in Political Science and English.