Zachary Shaw Cleveland

Employer firm

Parcion Private Wealth LLC CRD 305115

$2.95B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 09/2017
  Student
  Dallas, TX
• 09/2017 → 05/2018
  Commerce Street Capital, Llc
  Dallas, TX
• 05/2016 → 11/2016
  Merril Lynch
  New York, NY
• 10/2018 → 02/2021
  Crow Holdings Capital - Investment Partners
  Dallas, TX
• 06/2022 → 11/2024
  Ch Investment Partners
  Dallas, TX
• 11/2024 → 12/2025
  Cresset Asset Management, Llc
  Chicago, IL
• 05/2018 → 10/2018
  Commerce Street Capital, Llc
  Dallas, TX
• 09/2012 → 01/2017
  Full-Time University Student
  Dallas, TX
• 02/2021 → 06/2022
  Ch Investment Partners
  Dallas, TX
• 01/2026 → Present
  Parcion Private Wealth Llc
  Bellevue, WA

Previous Registrations

• 2025-04-17 → 2025-12-05
  Cresset Asset Management, Llc
  Dallas, TX
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-17
• S66 Uniform Combined State Law Examination
  2018-08-20

Designations

• Chartered Financial Analyst

Other Names

• Zack Cleveland
• Zachary N Cleveland-Shaw
• Zachary Nicholas Cleveland-Shaw