Zach Gardner is a Managing Director, Wealth Advisor in Cresset’s Houston office. He works with multigenerational families and business owners through a holistic approach. Zach and his team focus on simplifying complex situations to help drive favorable outcomes for clients.
Before joining Cresset, Zach worked as a Principal, Wealth Advisor for Bernstein Private Wealth where he helped his clients implement wealth transfer strategies, navigate business transactions, and build curated investment allocations. Prior to that, he worked at a boutique private investment firm as an investment consultant with many of the largest financial advisory firms in the country. In this capacity he worked with thousands of wealth advisors at firms nationwide to help clients make informed portfolio decisions throughout various market cycles.
Zach is a former collegiate athlete who values teamwork and collaboration, skills he utilizes to build trusted networks for his clients. Because every family is unique, developing a personalized plan helps align their financial strategies with their individual goals.
Zach is a co-Founder of SFA Executive Jacks, a board member for the MHA of Greater Houston Foundation, and member of the SFA STEM Executive Advisory Committee. He lives in Houston with his wife Rachel, a successful artist, and their two children.