Steve Zimmerman

Steve Zimmerman has a diverse work experience in the financial investment industry. Steve started their career in 1989 as a Regional Manager at Zacks Investment Research, where they provided client newsletters and worked with institutional investors on quantitative modeling and stock selection strategies. In 1996, they became Managing Director at Quanta Research, developing performance analysis consulting services for institutional investors. Steve then worked as a Research Analyst at Touchstone Investments from 1998 to 2004, where they tracked the performance of fund advisors and provided analysis on the mutual fund industry. In 2005, they joined Robert Leshner and Associates as Director of Research, where they developed an equity research system and conducted analysis on potential investments. In 2006, they became an Independent Trader at Zimmerman Trading. Most recently, they served as Quantitative Sales Director at Zacks Investment Research, selling quantitative software, data, and models to money managers and providing support for investment research systems.

Steve Zimmerman completed their education with a Master of Business Administration (M.B.A.) in Finance at the University of Cincinnati Carl H. Lindner College of Business from 1986 to 1987. Prior to that, they obtained a Bachelor's degree in Psychology from Miami University from 1980 to 1983. Additionally, Steve has obtained certifications in Series 63 and Series 7, although no further details are provided.