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Brian Mulberry
Director - Client Portfolio Manager at Zacks Investment Management
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Work Experience
Dec 2017 - Present · 7 years
Director - Client Portfolio Manager
Jul 2021 - Present · 3 years and 5 months
Vice President - Rocky Mountain Region
Dec 2017 - Jul 2021 · 3 years and 7 months
Regional Marketing Director
Aug 2016 - Sep 2017 · 1 years and 1 months
Company Details
In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research. As a boutique wealth management firm, we apply the time-tested insights of our parent company to create models like the Zacks Dividend Strategy. Since our inception, Zacks Investment Management has been dedicated to delivering results for our clients by seeking excess returns over standard benchmarks within a risk-controlled framework. Ultimately, our active management approach and bottom-up fundamental stock selection process were built upon the very discoveries that changed the industry over 40 years ago, and have generated exceptional results ever since. Within the Zacks Dividend Strategy, we will continue to adhere to this discipline in all market cycles. “The Zacks legacy was born on research and it has been proven through history. We’re an independent family business and to this day we’re proud to share the fruits of our expert insights for the benefit of our clients.” Mitch Zacks Principal and Senior Portfolio Manager
Year Founded
1992
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
10 S Riverside Plaza Chicago, Illinois 60606, US
Keywords
Financial ServicesRetirement PlanningInvestment ManagementAsset AllocatioValue InvestingTax-Managed InvestingDividend Investingsubordinated debtinvestment advisoryasset management service
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