Zach Ivey

Stratega di mercato presso Savant Capital LLC (Illinois)

Consumer Services

Finance

Profilo

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.

Posizioni attive di Zach Ivey

Società	Posizione	Inizio
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.	Stratega di mercato	01/12/2023

Tutte le posizioni attive di Zach Ivey

Precedenti posizioni note di Zach Ivey

Società	Posizione	Fine
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.	Membro del Comitato di Investimento	01/12/2023

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Formazione di Zach Ivey

Mississippi State University	Undergraduate Degree
The University of Alabama	Masters Business Admin

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Aziende private

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Società collegate

Aziende private	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