Zack Cleveland, CFA®

Zack Cleveland serves as a Senior Family Advisor at Parcion Private Wealth, where he partners with business owners and their families to simplify complexity, preserve wealth, and prepare for transformative life events. He brings a deep appreciation for the unique challenges entrepreneurial families face and is dedicated to delivering the clarity, confidence, and strategic guidance needed to unlock the full potential of their wealth.

Before joining Parcion, Zack served as a Director at Cresset Capital (formerly CH Investment Partners)
in a family office capacity to support families across investment strategy, advanced planning, and multigenerational governance. Earlier in his career, he worked in investment banking as an analyst in the Financial Institutions Group at Commerce Street Capital, advising community banks—many of them family-owned businesses—on strategic transactions. This experience helped shape his understanding of the financial and personal dynamics that influence family enterprises.

Zack earned his B.A. in Economics with a concentration in Finance from Saint Francis College, where he was a goalkeeper for the NCAA Division I Men’s Water Polo team. He is a CFA® charter holder and a member of CFA Society Seattle. He previously served on the USA Water Polo Southwest Zone Board of Directors.

In his free time, Zack enjoys playing water polo, spending time outdoors with his family, and embracing his reputation as a serial hobbyist with no shortage of interests.