12+ years of industry experience
M: 312-825-0604
Education

BBA, University of Michigan

Certification

Chartered Financial Analyst®

CERTIFIED FINANCIAL PLANNER™

Zachary Patzik

CFA, CFP®
Managing Director, Senior Wealth Advisor

Zach Patzik is a founding member of Burling Wealth Partners with over a decade of experience across the wealth advisory landscape. At Burling Wealth Partners, Zach designs and implements personalized wealth planning solutions for high-net-worth individuals, emphasizing straightforward, strategic and timely advice with the client’s short- and long-term objectives at the forefront. Zach’s career reflects the intentionality with which he approaches everything—having managed tax-advantaged equity strategies at Northern Trust, performed fixed income research at Morningstar and delivered holistic advice across the many facets of a client’s financial life at Curi RMB Capital. Zach leverages those experiences to provide exceptional client service in a tax efficient and risk-adjusted manner.

In addition to his deep commitment to helping clients achieve their goals, Zach strives to make a positive impact on the community and dedicates time to organizations and causes dear to his heart. Zach currently serves on the JCC Chicago Board of Directors and the ADL Midwest Associate Board.

Zach graduated with high honors from the Stephen M. Ross School of Business at the University of Michigan with a Bachelor of Business Administration in finance. In addition, Zach is both a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

Zachary Patzik

CFA, CFP®
Managing Director, Senior Wealth Advisor
M: 312-825-0604

Zach Patzik is a founding member of Burling Wealth Partners with over a decade of experience across the wealth advisory landscape. At Burling Wealth Partners, Zach designs and implements personalized wealth planning solutions for high-net-worth individuals, emphasizing straightforward, strategic and timely advice with the client’s short- and long-term objectives at the forefront. Zach’s career reflects the intentionality with which he approaches everything—having managed tax-advantaged equity strategies at Northern Trust, performed fixed income research at Morningstar and delivered holistic advice across the many facets of a client’s financial life at Curi RMB Capital. Zach leverages those experiences to provide exceptional client service in a tax efficient and risk-adjusted manner.

In addition to his deep commitment to helping clients achieve their goals, Zach strives to make a positive impact on the community and dedicates time to organizations and causes dear to his heart. Zach currently serves on the JCC Chicago Board of Directors and the ADL Midwest Associate Board.

Zach graduated with high honors from the Stephen M. Ross School of Business at the University of Michigan with a Bachelor of Business Administration in finance. In addition, Zach is both a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

12+ years of industry experience
Education

BBA, University of Michigan

Certification

Chartered Financial Analyst®

CERTIFIED FINANCIAL PLANNER™