Dave Zellner

Dave has been with Wespath Benefits and Investments (Wespath) since 1997. He is responsible for managing the entire Wespath investment operation comprised of Investment Management , Sustainable Investment Services, and Institutional Investment Services. This includes serving as CIO of each of Wespath’s subsidiaries, with responsibility for executing their respective investment programs as directed by their Investment Policies. Former employers include Shell Oil Company where he managed equity portfolios for Shell’s retirement plans, and Investment Research Company (an investment management firm) where he was a portfolio manager and responsible for managing the firm’s investment operations. Dave received his bachelor’s degree in Finance from Louisiana State University and his MBA from the University of Houston.