Zacks Investment Management
Jorge Saravia currently serves as the New Account Team Lead at Zacks Investment Management, where responsibilities include training VPs on DocuSign usage and managing new account paperwork. Prior experience includes an Operations Specialist role at the same firm, executing daily trades and monitoring client accounts. Jorge's background also features various positions in the retail and service sectors, including roles at Tony's Fencing, Home Depot, Menards, and Hardesty House, where customer service and operational management were key. Jorge holds a Bachelor of Business Administration in Finance-Banking from Fort Hays State University and an Associate’s Degree in Accounting from Garden City Community 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