Zack serves as a Director at Cresset. He is dedicated to building long-term relationships and delivering a single-family office experience. He excels at navigating complex environments, growing family wealth, and guiding clients through generational wealth transfers.
Prior to joining Cresset, Zack was a Director on the Partner Advisory team at CH Investment Partners. Before that, Zack worked at Commerce Street Capital as an Investment Banking Analyst on the Financial Institutions Group, where he helped community banks with strategic acquisitions, exits, and capital raises. Many of these were long-held family businesses, giving Zack direct insight into the complex challenges families case, as well as the opportunities that arise, when managing a family-owned business.
Zack serves on the USA Water Polo Southwest Zone Board of Directors. He is a CFA Level III candidate and a Dallas/Fort Worth CFA Society member. Zack holds a bachelor’s degree in economics with a concentration in finance from Saint Francis College, where he played as a goalkeeper for the NCAA Division I men’s water polo team.