Zacks Investment Management
Brian Mulberry is currently the Director - Client Portfolio Manager at Zacks Investment Management. Previously, Brian has held various roles such as Vice President at Rocky Mountain Region, Senior Regional Vice President at Trademark Capital Management, Inc., and Senior Sales Executive at ALPS, A DST Company. With extensive experience in the financial services industry, Brian has managed sales relationships, serviced retirement plans, and overseen investor communications. Brian holds a degree from Colorado School of Mines.
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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