Zacks Investment Management
Wayne Hoffman is a seasoned professional in the financial services industry with extensive experience in regional sales and marketing. Currently serving as Vice President for the Midwest Region at Zacks Investment Management since June 2018, Wayne has built 18 years of deep relationships within the Midwest financial community. Previous roles include Regional Investment Consultant at Arrow Funds, where Wayne developed sales strategies across various financial channels, and Regional Director positions at Superfund Asset Management and Highland Capital Management, focusing on sales and marketing campaigns. Earlier career accomplishments include ranking third in gross sales as Vice President and Regional Marketing Manager at Fred Alger Management and achieving significant sales goals at Phoenix Investment Partners, where Wayne was recognized for contributions to various financial advisory programs. Wayne holds a Bachelor of Science degree in Business Administration with a focus on Finance and Management Information Systems from the State University of New York at Buffalo.
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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