Zacks Investment Management
Robert MacDonald, CIMA®, is a Custom Asset Management Specialist at Zacks Investment Management since January 2021, bringing extensive experience from previous roles such as Senior Internal Wholesaler at Franklin Templeton Investments from 2005 to November 2020, where responsibilities included promoting products and tailoring sales strategies for financial advisors. Prior experience also includes serving as a Senior Sales Trainer at Transamerica from 2000 to 2005, where Robert was instrumental in hiring and training sales support staff, developing training materials, and enhancing productivity while maintaining extensive product knowledge. Educational background includes studies at Rutgers University and Yale School of Management.
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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