Nicholas Lopez

Investment Consultant at Zacks Investment Management

Nicholas Lopez currently serves as an Investment Consultant and Vice President at Zacks Investment Management, a position held since September 2021. Prior experience includes serving as a Financial Advisor in the FACD Program at Edward Jones from December 2018 to February 2022, and working as a Substitute Teacher for Henry County Public Schools in late 2018. Earlier roles include lifeguarding at the YMCA of Martinsville/Collinsville from May 2016 to August 2018 and interning in Athletics/Marketing Events with Virginia Tech from December 2016 to May 2018. Nicholas holds a Bachelor of Science in Marketing from Virginia Tech, achieved in 2018, and attended Patrick & Henry Community College from 2013 to 2015.

Location

Roanoke, United States

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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


Employees

51-200

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