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Savant Wealth Management Names New CFO

Editorial Staff

7 February 2024

, the RIA, has named Jon W Zindel as its chief financial officer.

Before this role, Zindel served as partner, CFO and executive committee member at Chicago’s William Blair, where, over the course of 12 years, he also led technology, human resources, real estate, and philanthropy. Zindel, who has worked in the financial services space for more than three decades, began his career at PriceWaterhouseCoopers. He also served as CFO and head of tax and financial reporting for 16 years at American Century Investments, headquartered in Kansas City.

“We realized about a year ago that we needed someone with in-depth knowledge, experience, and creative problem-solving ability to help Savant accelerate its long-term growth,” Brent Brodeski, Savant’s CEO, said. “We made the decision to part ways with our previous CFO at the end of August and began a nationwide search to find a proven industry leader to help us scale our platform for growth. Jon more than fits the bill.”

At the end of 2023, Savant had 538 employees and 170 employee member-owners. It has been in expansion mode, buying 11 RIAs and tax and accounting firms in 2023 alone, increasing assets under management to almost $26 billion.