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Dakota Live! Call

Group 29829

Dakota Live! Call 270

July 18, 2025

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11:00 a.m. EST Call 2:00 p.m. EST Call
Group 29845

270

On Dakota Live! 270

Zach Ruchman, Managing Director of Private Investments, Homrich Berg

Cover all institutional accounts in the Washington D.C. Metro Area

Receive a detailed breakdown of Aon

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Key Account Highlights

Aon

Chicago, Illinois

Aon Investment Consulting, formed from multiple firms, advises 480 U.S. clients with $4.1 trillion in assets. With $2.66 trillion under OCIO services, they've grown 86.1% since 2017. Their 370 consultants serve institutional investors, including corporate DB/DC plans, public entities, unions, health systems, endowments, and foundations nationwide.

Allocator Interview Highlights

Zach Ruchman
Managing Director of Private Investments, Homrich Berg

Zach joined HB Wealth in 2025 after working with WMS Partners since 2023. In his role as Managing Director, Private Markets, Zach leads the team responsible for research and due diligence of private market investment opportunities across a variety of asset classes, including private equity, growth equity, venture capital, private credit, infrastructure, and real assets. 

Before joining HB, Zach was a Senior Vice President at RockCreek and a Vice President at BlackRock, where he led direct co-investment transactions as well as manager research for both primary and secondary commitments in the Americas, Europe, and Asia on behalf of both institutional and family office clients. He began his career as a consultant with Alvarez & Marsal.

In the community, Zach serves as a member of the finance committee for the Howard and Geraldine Polinger Family Foundation.
Zach earned a Bachelor of Arts degree from Princeton University and a Master of Business Administration from the University of Virginia Darden School of Business, where he was a Jefferson Fellow. Zach lived in Amman, Jordan, for a year, where he was a Fulbright Fellow at Jordan Applied University.

Zach-Ruchman

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11:00 a.m. EST Call 2:00 p.m. EST Call

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