Vol. XXIII, Issue 5

February 7, 2024

Wespath CIO Dave Zellner Announces Retirement

Wespath's longtime chief investment officer (CIO), Dave Zellner, today announced that he intends to retire on August 1, 2024. Dave will be succeeded by Deputy CIO Johara Farhadieh, in line with the succession plans announced last year.

We are thankful for Dave's many years of dedicated service to our participants, plan sponsors and institutional investors. Please see our full announcement for statements from Dave and Wespath chief executive Andy Hendren, as well as highlights from Dave's career and more information on the CIO transition.


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