1 week ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
Senior Financial Advisor
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.
1 week ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
2 months ago
As a plan sponsor, it’s important to not only assist...
2 months ago
For endowments and foundations, an important aspect of fundraising is...
2 months ago
In times of volatility, endowments and foundations may feel tempted...