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.
Skip to content
Articles &
Education &
Affiliations &
Zach is Savant’s Chief Investment Officer and works in our Birmingham, AL office. He has a membership interest in Savant.
Zach is a Chartered Financial Analyst® (CFA®) and a CERTIFIED FINANCIAL PLANNER® professional. He has been involved in the financial services industry since 2001. Zach 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, serving as an advisor to advisors.
Zach is a member of the Chartered Financial Analyst Society of Alabama and the Financial Planning Association. He serves as board chairman for Young Business Leaders and is a resource parent at Big Oak Ranch, which serves abused and abandoned children.
Zach earned a bachelor of business administration degree from Mississippi State University and a master of business administration (MBA) degree from the University of Alabama at Birmingham. 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, 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.