Zach McCann is an institutional retirement plan advisor based in Allentown, PA.
Zach joined CAPTRUST in 2015 and currently serves as a senior financial advisor. He works with both qualified and nonqualified retirement plan committees, sponsors, and participants at public and private corporations and higher education institutions. Zach has significant experience advising defined contribution, defined benefit, and nonqualified deferred compensation plan clients in the areas of fiduciary process management, plan design, investments, recordkeeper oversight, and participant financial wellness and retirement planning advice.
Zach began his career as an analyst on the Retirement Plan Services team of MFP Strategies in 2012, before that firm merged with CAPTRUST in 2015. He earned a Bachelor of Science degree in finance from Lehigh University and holds the Accredited Investment Fiduciary® and Certified Investment Management Analyst® (CIMA®) designations.
Outside of work, Zach enjoys spending time with his family and friends, traveling, and playing and watching sports.
- Bachelor of Science degree in finance from Lehigh University
- Accredited Investment Fiduciary®
- Certified Investment Management Analyst®