Zacks Investment Management
James Begley is an experienced professional in the fields of investment consulting and real estate, currently serving as an Investment Consultant and Wealth Management Associate at Zacks Investment Management since April 2022. In addition, James has been the Managing Broker at Exclusive Realtors since August 2020, showcasing a strong background in real estate brokerage. Previous roles include an Audit Intern at Lauterbach & Amen, LLP, a Reception and Administrative Assistant at Riverside Health Fitness Center, and an Intern at the Will County Auditors Office. James holds a Bachelor's degree in Finance and Economics from Lewis University and an Associate of Arts in Business/Commerce from Joliet Junior College.
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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