Zacks Investment Management
Roman Kobrin, CFP®, is an experienced investment consultant currently with Zacks Investment Management since September 2014. Previously, Roman held various positions at TD Ameritrade, including investment consultant, business development specialist, and client services specialist, managing a substantial book of clients and refining professional sales skills. Roman founded a financial advisory business at The Heartland Group Financial Strategies, LLC, enhancing financial planning and investment management expertise. Earlier career experiences include roles as a financial analyst at Innovation Group and an intern at ACS Healthcare Solutions, providing foundational knowledge in financial analysis and insurance claims. Roman earned a Bachelor of Science in Finance from Illinois State University in 2008.
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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