Zach Ivey
Market Strategist at Savant Capital LLC (Illinois)
Profile
Mr. Charles Z.
Ivey, CFA MBA, is a Financial Advisor & Investment Strategist at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 2003 and serves on Savant’s investment team as an investment strategist.
He was a partner and Chief Investment Strategist for Bridgeworth from 2012 until it joined with Savant in 2023.
Prior to joining Bridgeworth, He was a director of planning for a national planning firm.
He earned a bachelor of business administration degree in marketing from Mississippi State University and a master of business administration degree from the University of Alabama at Birmingham.
He is a Chartered Financial Analyst.
Zach Ivey active positions
| Companies | Position | Start |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Market Strategist | 2023-11-30 |
Former positions of Zach Ivey
| Companies | Position | End |
|---|---|---|
Bridgeworth LLC
 Bridgeworth LLC Investment ManagersFinance Bridgeworth LLC (dba Bridgeworth Wealth Management) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by David W. Harris and Henry B. Ware in 2008 as Bridgeworth Financial LLC. In 2023, they were acquired by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Bridgeworth provides comprehensive wealth management services to individuals, families and business owners. | Investment Committee Member | 2023-11-30 |
Training of Zach Ivey
| Mississippi State University | Undergraduate Degree |
| The University of Alabama | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Bridgeworth LLC
Bridgeworth LLC Investment ManagersFinance Bridgeworth LLC (dba Bridgeworth Wealth Management) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by David W. Harris and Henry B. Ware in 2008 as Bridgeworth Financial LLC. In 2023, they were acquired by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Bridgeworth provides comprehensive wealth management services to individuals, families and business owners. | Finance |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Finance |
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