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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