Meet Zach Perch, CFP®, BFA

Senior Platform Investment Consultant

Title:
Senior Platform Investment Consultant
Team:
Business Development, Distribution & Advisor Services
Experience at CCMG:
10 Years
Industry Experience:
16 Years

Zach Perch is a Senior Platform Investment Consultant with Clark Capital Management Group serving Delaware, Pennsylvania and New Jersey. Together, Zach and his team are singularly focused on helping independent financial advisors deliver successful outcomes for their clients.

Using a highly consultative approach, Zach partners with advisors to help them grow and scale their advisory practices using a range of unique products and solutions. Zach has spent over a decade working in the financial services industry and has extensive experience in product offerings including mutual funds, ETFs, separate accounts, and annuities. Zach currently resides in Philadelphia with his wife Caitlin and holds the CFP® designation.

Hobbies and Passions
Cooking
Favorite Sport/Sports Team
Eagles, Sixers, and Phillies
Favorite Travel Destination
Long Beach Island

Insights by Zach

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