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Zachary Minor, CFA
Zachary Minor, CFA Trust Administrator Email Zach

Experience

Zachary Minor, CFA, serves as a Trust Administrator in Magnolia Trust Company’s Atlanta office, working alongside the trust officers to provide thoughtful, detail-oriented administration tailored to each client family’s needs. Zach supports the day-to-day management of trust accounts, coordinating account onboarding, asset transfers, distributions and ongoing account activity. Through careful oversight and clear communication with families and their professional advisors, he helps ensure each relationship receives the attentive, personalized service that defines Magnolia.

Prior to joining Magnolia, Zach served as a Vice President at Goldman Sachs, supporting investment operations and account administration. Previously, he spent more than seven years at United Parcel Service, where he held investment operations roles supporting a complex trust structure, coordinating with the custodian and investment managers, and overseeing cash management, account documentation and reporting. His experience across financial operations has provided him with a strong foundation in financial analysis, operational oversight and attention to detail.

Zach earned his Bachelor of Business Administration in Finance from the University of Georgia and is a Chartered Financial Analyst (CFA) charterholder.

Outside of work, Zach enjoys watching Georgia football, playing golf and spending time at the beach with his family.

  • B.B.A., Finance - University of Georgia
  • Chartered Financial Analyst (CFA)
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