The latest moves, appointments and personnel changes in the North American wealth management sector.

Savant Wealth Management
Savant Wealth Management, an RIA, has named Zach Ivey (pictured below) as its chief investment officer, with effect from January 1. 

Zach Ivey

Ivey joined Savant in 2023 when it bought Alabama-based Bridgeworth Wealth Management. He was previously chief investment strategist and is a member-owner of Savant. 

Before Bridgeworth, Ivey was a director of planning for a national planning firm and an advisor, working with a wide range of clients, including physicians, corporate executives, and retirees with complex requirements.

Ivey holds a bachelor of business administration from Mississippi State University and an MBA from the University of Alabama. He is a member of the Chartered Financial Analyst Society of Alabama and the Financial Planning Association.

Savant has about $28.6 billion in AuM, as of September 30, 2024. 

Private Advisor Group
Private Advisor Group, an RIA, has appointed Dave Carratt as director of advisor growth and engagement, and David Bogdanov as business development consultant.

Before joining Private Advisor Group, Carratt served in senior consulting roles where he led advisors through succession, mergers and acquisitions, and business development initiatives. 

Bogdanov brings over a decade of experience in financial services, having previously served in senior recruiting and marketing roles.

EisnerAmper
Global business advisor EisnerAmper announced that PJ Manchanda had joined the firm as a tax partner in its private client services group.

With about 15 years of experience, Manchanda specializes in tax advisory for high net worth families and privately owned businesses. Manchanda has a BS in accounting and an MS in taxation from SUNY College, Old Westbury. A member of the American Institute of CPAs, he is also an adjunct tax professor at his alma mater, SUNY Old Westbury.

Brown Brothers Harriman
Brown Brothers Harriman has added Alex Rohr to its corporate advisory and banking team in Philadelphia as a managing director. The group works with private business owners, wealthy families, and local endowments, foundations.

Prior to this, Rohr was at Merion Investment Partners, a lower middle market private debt and equity investment fund. 

Matt Levering leads BBH’s corporate advisory and banking practice in Philadelphia.

Rohr began his M&A career with the United States Department of Justice examining corporate mergers and acquisitions for anti-competitive effects. Rohr earned an MBA from Villanova University.