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Zach Horn
Managing Partner and President, Investment Manager and Shareholder at Foster & Motley Inc.
About
Zach Horn serves as Managing Partner and President, as well as Investment Manager and Shareholder at Foster & Motley, Inc., based in Cincinnati, Ohio. In his leadership role, he directs the firm's strategic vision, oversees client portfolio management, and is actively involved in investment decision-making for high-net-worth individuals and families.
With over a decade at Foster & Motley, Zach specializes in comprehensive wealth management, asset allocation, and portfolio construction, focusing on both equities and fixed income across diverse sectors. He provides clients with tailored solutions, drawing on his deep expertise in retirement planning, tax-efficient investing, and financial counseling for business owners and executives.
Zach holds an MBA in Finance from Xavier University and a Bachelor of Business Administration in Finance from Ohio University. Prior to joining Foster & Motley in 2007, he served as a Financial Advisor at Ameriprise Financial in Columbus, Ohio, and maintains advanced credentials including the Certified Financial Planner™ (CFP®) and Chartered Mutual Fund Counselor® (CMFC®) designations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster & Motley, Inc. | Managing Partner and President, Investment Manager and Shareholder | May 2019 to Present | The importance of communicating with clients about their wealth management in a language they can understand is critical to me. No matter how complex my clients’ situations are, I find a way to presen... |
| Foster & Motley, Inc. | Investment Manager and Shareholder | Jan 2015 to Present | At Foster & Motley, Inc. our mission is to assist clients in achieving their financial goals. We are a fee-only, independent registered investment advisory firm with 31 employees. Our clients are prim... |
| Foster & Motley, Inc. | Investment Manager | Dec 2011 to Present | — |
| Foster & Motley, Inc. | Mutual Fund Advisor | Dec 2010 to Dec 2011 | — |
| Foster & Motley, Inc. | Securities Trader | Jan 2007 to Dec 2010 | — |
| Ameriprise Financial Services, Inc. | Financial Advisor | Jan 2006 to Jan 2007 | — |
Education
Xavier University
Master of Business Administration, Finance
2010 — 2013
Zanesville Campus
Bachelor of Arts, Finance
2001 — 2005
Others at Foster & Motley Inc. (11)
| Name | Role | Location |
|---|---|---|
B Bradley Soper | Investment Manager | Cincinnati, OH , United States |
C Cdfa® Rachel Rasmussen | Investment Manager and Shareholder | Cincinnati, OH , United States |
E Elizabeth Green | Investment Manager and Shareholder | Cincinnati, OH , United States |
 | Investment Manager | Cincinnati, OH , United States |
J J Ryan English | Investment Manager and Shareholder | Cincinnati, OH , United States |
 | Portfolio Manager and Shareholder | Cincinnati, OH , United States |
 | Portfolio Manager | Cincinnati, OH , United States |
E Emily Hogya | Associate Investment Manager | United States |
J J. Burke | Associate portfolio Manager | Covington, KY , United States |
 | Investment Manager | Cincinnati, OH , United States |
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|---|---|---|---|
 | Portfolio Manager | Gateway Investment Advisers LLC | Cincinnati, OH , United States |
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Gateway Investment Advisers LLC | Los Angeles, CA , United States |
 | Chief Investment Officer | Fifth Third Wealth Advisors LLC | United States |
