Profiel
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.
Actieve functies van Zach Ivey
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Marktstrateeg | 01-12-2023 |
Eerdere bekende functies van Zach Ivey
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-12-2023 |
Opleiding van Zach Ivey
| Mississippi State University | Undergraduate Degree |
| The University of Alabama | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
