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Zachary M. Workman

Wealth Strategist

Cleveland, OH | (216) 357-2400

Zachary M. Workman

Expertise

As a Wealth Strategist, Zachary leads a team of trust and investment professionals who serve the unique investment, planning and tax needs of individuals and institutions. He oversees the delivery of Northern Trust's expertise and services by developing customized solutions tailored to business owners, C-suite executives, individuals and families of wealth.

Experience

Zachary joined Northern Trust in 2017 as a Senior Associate in the company's Chicago headquarters. He later served as the Lead Generation Director for Northern Trust's Wealth Management business unit, focusing on the cultivation of prospective wealth management clients on a national scale.

Community Involvement

Zachary is a member of the Estate Planning Council of Cleveland, and volunteers with Urban Squash Cleveland. He also sits on the Auxiliary Board of MetroSquash.

Joined Northern Trust

2017

Education

Bachelor of Arts in French, Miami University.

Credentials

Certified Financial Planner™ (CFP®).

Cleveland

Cash Services Unavailable | No ATM

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

200 Public Square

Suite 3200

Cleveland, Ohio 44114

Call: +1- 216-357-2400
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**Allpoint and MoneyPass Network ATMs are surcharge free for NT cardholders. Locate these ATMs in the Private Passport App by selecting Find ATM on the sign in landing page. Some Allpoint ATMs may display a surcharge screen. Select “Yes” to proceed; a surcharge will not be charged, displayed on your receipt, or deducted from your account.