Zacks Investment Management
Brian Levy, CFP®, is an experienced investment consultant and certified financial planner at Zacks Investment Management since October 2016, focusing on market updates, portfolio reviews, and comprehensive financial plans within the Private Client Group. Prior to this role, Brian served as a Business Banking Relationship Manager - Assistant Vice President at JPMorgan Chase from December 2008 to December 2014, managing a portfolio of companies with annual revenues from $2MM to $20MM and delivering tailored banking solutions. Earlier, Brian held positions as a Small Business Specialist and Licensed Personal Banker at JPMorgan Chase. Brian holds a Bachelor of Arts in Economics from the University of Wisconsin-Madison and completed the CFP Program at Northwestern University in 2016.
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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