Zacks Investment Management
Triston Navarro is a financial professional with extensive experience in wealth management and business development. Currently serving as the Vice President of Wealth Management at Zacks Investment Management since September 2021, Triston focuses on delivering financial solutions through a custodian referral platform. Prior roles include Vice President, where strategic financial strategies were implemented for individuals and businesses, and Financial Advisor at Equitable Advisors, aiding the Military and Latino Community. Earlier experience includes business development roles at F45 Training and Orangetheory Fitness, where operational expansion and community engagement were emphasized. Triston's foundational skills were developed during service as an Infantry Non-Commissioned Officer in the United States Marine Corps. Educational qualifications include a Master of Science in Financial Planning from Golden Gate University and a Bachelor of Business Administration from Bellarmine University.
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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