FaithInvest, a not-for-profit network of faith-based institutional investors, announced on Wednesday the appointment of Dave Zellner as its executive chair, effective September 1.
“I profoundly believe in FaithInvest’s mission and am deeply committed to its success,” said Zellner in a statement. “I’m excited to bring my skills and experience to the team as we develop the next phase of services that will shape FaithInvest’s future direction and grow the faith-consistent investing movement.”
From 1997 to 2024, Zellner was CIO of Wespath Benefits and Investments, the $25 billion fund which serves more than 100,000 active and retired Methodist clergy and church employees, as well as 150 Methodist institutions. Zellner, who has been a member of CIO’s Power 100 list, announced in February his retirement from Wespath on August 1.
Zellner’s appointment comes as FaithInvest plans to expand its offerings to faith-based asset owners, including FaithInvest Consulting and FaithInvest Advisory Services, which will provide faith-aligned investment solutions to clients.
Zellner was also previously director of equity investments at Shell. He earned a bachelor’s degree in finance from Louisiana State University and an MBA from the University of Houston.
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Tags: Dave Zellner, FaithInvest, Wespath, Wespath Benefits and Investments