Zacks Investment Management
Zhuo Kang is an experienced finance professional with a diverse background in investment management, data science, and trading. Currently serving as an Investment Associate at Zacks Investment Management since March 2017, Zhuo has also held positions as a Data Scientist at Trinnacle Capital Management LLC and a Proprietary Trader at T3 Trading Group, LLC. Additional roles include a Business Development Intern at DarcMatter and an Equity Research Analyst at JGR Capital Partners. Zhuo's foundational experience includes tutoring mathematics at UCLA, supporting students in Discrete Mathematics and C++ Programming. Zhuo holds a Master’s Degree in Statistics from Columbia University and a Bachelor of Science in Mathematics/Economics from UCLA, along with an EDGE Certificate in Business Management from UCLA Anderson 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