Zacks Investment Management
Brian Donovan, MBA, currently serves as Regional Vice President at Zacks Investment Management, a position held since November 2021. Prior experience includes roles as AVP - Senior Regional Consultant and in Institutional Client Services at Envestnet, Inc. from October 2013 to November 2021, and Senior Associate at State Street Global Markets from March 2011 to October 2013. Earlier positions at State Street Corporation included Associate from February 2006 to March 2011. Brian Donovan holds a Master of Business Administration from the D'Amore-McKim School of Business at Northeastern University (2013 - 2016) and a Bachelor of Science from Sacred Heart University (2001 - 2005).
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Zacks Investment Management
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