C. Zach Ivey
CFA®, CFP®, MBA
Chief Investment Officer / Member Owner
To invest successfully over a lifetime requires a disciplined process and the ability to keep your emotions from corroding that process.
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Zach Ivey is Savant’s chief investment officer, leading the firm’s investment strategy and research out of our Birmingham, Alabama, office. He oversees the investment team, drives portfolio construction and asset allocation, and collaborates with advisors to help provide research-driven, evidence-based investment guidance for individuals, families, and institutions.
With more than 20 years in financial services, Zach focuses on building an investment experience designed to help clients make clear, disciplined decisions in complex markets. Before joining Savant, he served as a partner and chief investment strategist at Bridgeworth until it joined with Savant in 2023. Earlier in his career, he directed planning for a national planning firm, advising financial advisors on how to translate capital markets research into practical planning and investment strategies.
Zach earned a bachelor’s degree in marketing from Mississippi State University and a Master of Business Administration (MBA) from the University of Alabama at Birmingham. He is a Chartered Financial Analyst® (CFA®) and a CERTIFIED FINANCIAL PLANNER® professional. He belongs to the Chartered Financial Analyst Society of Alabama and the Financial Planning Association.
Deeply committed to service and leadership, Zach serves as board chairman for Young Business Leaders and as a resource parent at Big Oak Ranch, which supports abused and abandoned children. He is an elder at Briarwood Presbyterian Church, is married to his high school sweetheart, and has three children.
Articles &
Media
Education &
Designations
- Mississippi State University
Bachelor of Business Administration in Marketing - University of Alabama at Birmingham
Master of Business Administration (MBA) - Chartered Financial Analyst® (CFA®)
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Chartered Financial Analyst Society of Alabama – member
- Financial Planning Association – member
- Young Business Leaders – board chairman
- Big Oak Ranch – resource parent
- Briarwood Presbyterian Church – elder
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.