Zacks Investment Management
Edward Kipp is a dedicated finance professional with extensive experience in compliance, investment consulting, and client service. Currently at Zacks Investment Management since April 2017, Edward has progressed through various roles, including Compliance Analyst, Investment Consultant, Portfolio Specialist, and Client Service Associate. Previously, Edward worked as a Private Client Banker at J.P. Morgan Chase Bank from March 2015 to February 2016, where responsibilities included managing banking relationships for high net worth clients. Additional experience includes positions at AssetMark, ranging from Internal Sales Consultant to Sales Associate and Sales Coordinator, and a role as Head Coach for sophomore soccer at Providence Catholic High School. Edward holds a Bachelor of Science in Political Science and Government from Illinois State University.
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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