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Zachary Burns
Managing Partner at Pca Investment Advisory Services Inc.
About
Zachary (Zac) Burns serves as the Managing Partner at Pension Corporation of America, a leading employee benefit and investment advisory firm headquartered in Cincinnati, Ohio. Having joined the firm in 1999 and becoming a partner in 2011, Zac now leads the company’s strategic direction and is deeply involved in both client engagements and the internal management of the business. His role encompasses overseeing investment consulting and research for retirement plans and wealth management clients, shaping the firm’s advisory offerings as it manages over $2.9 billion in assets.
With a focus on retirement plan services, particularly 401(k) plan administration, investment advisory, and wealth management, Zac specializes in supporting corporate retirement plans and individual wealth transitions. He leads the firm’s investment advisory group, consulting directly with business owners, plan sponsors, and retirees, and is instrumental in reviewing investment lineups and fiduciary oversight for defined contribution plans.
Zac holds an MBA from Xavier University and is a CFA charterholder, bringing strong analytical and leadership skills to his work. Throughout his tenure, he has contributed to the substantial growth of PCA’s assets under management and the expansion of its footprint in the retirement services sector in the Midwest. His expertise is particularly valued in retirement plan design, investment selection, and fiduciary education for plan sponsors and participants.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pension Corporation of America | Managing Partner | Jul 1999 to Present | — |
Education
Xavier University
Master of Business Administration - MBA
2001 — 2003
Hanover College
1995 — 1999
Others at Pca Investment Advisory Services Inc. (3)
| Name | Role | Location |
|---|---|---|
| Partner | Cincinnati, OH , United States | |
P Partner Mark Janszen | Partner | Cincinnati, OH , United States |
| Account and Trading Manager | Cincinnati, OH , United States |
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