Zacks Investment Management
James Fives is a finance professional with a robust background in investment management and account consulting. Currently serving as a National Accounts Consultant at Zacks Investment Management since August 2023, James focuses on building partnerships with turnkey asset management platforms and Registered Investment Advisors. Prior to this role, James worked at Orion from June 2019 to July 2023, where responsibilities included leading the portfolio construction process for high-net-worth clients as an Investment Strategist, along with prior roles as a Financial Analyst and Operations Associate. James also gained early experience in financial markets as a National Accounts Intern at Orion and a Marketing Intern at Alliance Marketing Partners. James holds a Bachelor of Science in Finance from Loyola University Maryland and has a foundational education from The Hill School.
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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