June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL Zach IveyChief Investment Officer at Savant WealthSpeaker
Profile
Zach is Savant’s Chief Investment Officer and is a Chartered Financial Analyst® (CFA®) Charterholder and a CERTIFIED FINANCIAL PLANNER® professional. He has been involved in the financial services industry since 2001 and was previously the Chief Investment Strategist at Bridgeworth Wealth Management for the decade before it joined Savant in 2023. Zach leads the investment teams at Savant; research, strategy, and trading, which manages over $30B in client assets. Zach's passion is to empower advisors and clients with investment wisdom to invest successfully
Agenda Sessions
Can Alternatives be Liquid? Do They Need to Be? The Key Features of Successful Alternative Investments in RIA Portfolios
, 2:25pmView Session