Leora Zach, CFA

Managing Director,
Investment Banking

Leora serves as a Managing Director on the Investment Banking leadership team at Mariner, where she oversees deal execution with a focus on buyer outreach and engagement. In this role, Leora partners with leading private equity firms, family offices, and strategic acquirers to expand and strengthen Mariner’s buyer network—creating broader, more competitive options for the business owners the firm represents. She also leads Mariner’s data management and digital marketing functions, elevating analytics, process discipline, and market visibility across the organization.

Prior to this role, Leora was a Managing Director on Mariner’s Wealth Strategy team, advising business owners on exit planning and integrating the firm’s full platform of capabilities—from investment banking to tax, estate, and financial planning. This cross-functional vantage point allows her to bridge strategy, execution, and long-term planning to support owners through the full lifecycle of a transition.

Earlier in her career, Leora spent more than 15 years at UBS, serving middle-market business owners and family offices across investment banking and advisory roles. She led complex, multidisciplinary engagements, supported M&A and capital-raising transactions, and designed bespoke solutions for ultra-high-net-worth families navigating liquidity events.

Leora holds a bachelor’s degree in Finance from the University of Connecticut Honors Program. She is also a CFA Charterholder.

Personal Interests

Outside the office, Leora enjoys spending time with her husband and their four sons.