Zack Cleveland

Zack Cleveland is a Director on the Partner Advisory Team and is dedicated to building long-term relationships and delivering a single-family office experience. With a specialized focus on serving Partner Families, Zack excels in navigating challenging environments, growing family wealth, and guiding Partners through generational wealth transfers.

Prior to CH Investment Partners, 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, so Zack gained a unique insight into families’ complex challenges and the opportunities they faced while managing a family operation.

Zack serves on the USA Water Polo Southwest Zone Board of Directors. He is a CFA Level III Candidate and a Dallas/Ft Worth CFA Society member. Zack holds a B.A. 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.