Zacks Investment Management
Dave Miller is an experienced finance professional currently serving as Vice President at Zacks Investment Management since February 2024. Previously, Dave founded and led Portfolio Pathway as CEO from its inception until its acquisition by Invesco in 2019. Prior to that role, Dave was a Vice President at Pershing Advisor Solutions, LLC, where oversight included technology projects as well as Account Management, Conversion, and Customer Service departments from July 1999 to April 2007. Dave started a career in finance as a Trader at Dai-Ichi Kangyo Bank from 1994 to 1997. Dave holds a Bachelor of Science in Finance from Southern Illinois University, Carbondale, and attended the Illinois Institute of Technology from 2001 to 2002.
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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