- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As the Cleveland office's Wealth Strategist, Zachary leads a team of trust and investment professionals who serve the unique investment, planning, and tax needs of individuals and institutions. Zachary 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 firm'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 serves on the Board of Trustees at Urban Squash Cleveland and previously chaired the Development Committee. He is an active member of the Estate Planning Council of Cleveland and current member of the Cleveland Bridge Builders Class of 2026.
Joined Northern Trust
2017
Education
Bachelor of Arts in French, Miami University.
Credentials
CERTIFIED FINACIAL PLANNER™ (CFP®), FINRA Series 7 and 63 licenses.
Cleveland
Cash Services Unavailable | No ATM
200 Public Square
Suite 3200
Cleveland, Ohio 44114