Zacks Investment Management
Kevin Graham is a seasoned professional with extensive experience in financial services and marketing. Currently serving as an RIA Solutions Analyst at Zacks Investment Management since October 2023, Kevin previously held multiple roles at Halo Investing, including Senior Operations Analyst and Middle Office Operations Analyst. Earlier in their career, Kevin worked as an Active Trader Service Specialist at E*TRADE and as an Internal Wholesaler and Wealth Management Associate at Zacks Investment Management. Kevin's background also includes significant marketing experience with Jimmy John's Corporate, where Kevin served as Guerrilla Marketing Manager and Specialist, contributing to a notable sales increase. Kevin holds a Bachelor's Degree in Business Administration with a Concentration in Management from Robert Morris University - Illinois.
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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