Investment Management Team

Investment Management Team

At Zacks Investment Management, our portfolio management team has achieved strong results across
various investment styles, over several market cycles. Much of this success can be attributed to our team’s unique understanding of Zacks Independent Research and putting that research to work for you.

By hiring Zacks Investment Management, your portfolio will be managed by a stable and experienced
management team, at a well-established and respected firm.

Ben Zacks

Ben Zacks

Portfolio Manager

Portfolio Manager Ben Zacks has used his expertise to navigate through the market’s ups and downs…several times.

There is no substitute for experience. Ben Zacks is a nationally recognized investment strategist and has historically made many timely and profitable investment decisions. Ben was one of the founders of Zacks Investment Research in 1978, and for years worked on developing, and perfecting, our various strategies and models. He then used this intimate knowledge of Zacks’ research to begin managing money for clients when he founded Zacks Investment Management in 1992. Ben has a B.A. in Economics from Boston University.

Ben has been featured extensively in the financial media including CNBC, CNN, and CNNfn, and quoted in The Wall Street Journal, The New York Times, The Chicago Tribune, Financial World, Smart Money and Worth magazines.

Mitch Zacks

Mitch Zacks

Portfolio Manager

Mitch Zacks wrote the book on how to exploit analysts’ strengths and foibles…literally.

Ahead Of The Market and The Little Book of Stock Market Profits: The Best Strategies of All Time Made BetterMitch Zacks is the firm’s primary expert on quantitative investing, and has personally developed many of the proprietary models we use in the management of our strategies. Mitch has written two books on quantitative investment strategies, Ahead Of The Market, which details the Zacks method for spotting stocks early in any economy, and The Little Book of Stock Market Profits: The Best Strategies of All Time Made Better, which was published in 2011 and was one of the top selling investment books at that time.

Mitch has been featured in various business media including the Chicago Tribune and CNBC and wrote a weekly column for the Chicago Sun-Times. Prior to joining Zacks, Mitch was an investment banking analyst with Lazard Frères in New York. He has a B.A. in Economics from Yale University and an M.B.A in Analytic Finance from the University of Chicago.

Manish Jain

Manish Jain

Fixed Income Portfolio Manager

Manish Jain is your advocate in the bond market and brings in-depth knowledge of high yielding investments.

Manish Jain is the Fixed Income Portfolio Manager for Zacks Investment Management. Manish is an expert on corporate, government and municipal bonds as well as preferred stocks, MLPs and other income producing investments. He serves as your advocate in the bond market ensuring that your fixed income investments are purchased at a great price with an attractive yield.

Prior to joining Zacks, Manish was an Investment Manager for a regional bank, and also served as a Portfolio Manager in a regional bank’s Trust Department. His experience in the financial services industry is invaluable as we build customized income strategies for our clients. Manish has a B.A. in Finance from Michigan State University.

Chris Varvares, CFA

Chris Varvares, CFA

Consulting Economist

Economist Chris Varvares provides insight from Macroeconomic Advisors, the most trusted source for U.S. macroeconomic analysis.

Chris Varvares, our consulting economist, has over 25 years of experience in macroeconomic forecasting and policy analysis, both as a principal of Macroeconomic Advisers (1982 to present) and as a member of the staff of the President’s Council of Economic Advisers (1981-1982).

Chris also serves as a member of Time Magazine’s Board of Economists, is a member of the New York State Economic and Revenue Advisory Board, serves on the Bureau of the Census Advisory Committee for Economic Programs and has been a panelist for the World Economic Forum. Chris holds a B.A. in Economics from the George Washington University.

Chris is the CEO of Macroeconomic Advisors. Market participants, central banks, and government agencies throughout the world rely on Macroeconomic Advisors to help them understand the U.S. economic outlook and how it effects government and international policies and domestic and foreign financial markets. We are pleased that we have this level of expertise at our disposal.

Atanu Ghosh, CFA

Assistant Portfolio Manager

Atanu Ghosh has over seven years of finance experience serving as a quantitative and fundamental research analyst and an equity portfolio manager. Prior to joining Zacks, Atanu was a Senior Research Analyst at Fiduciary Asset Management on their large cap core and quantitative strategy teams.

Atanu develops quantitative models that we utilize in the management of our investment strategies, and is constantly following industry trends and research to ensure that we are always on the cutting edge when it comes to portfolio management. Furthermore, Atanu is consistently refining and improving our investment models as we adapt to changing market environments.

Atanu received his M.B.A. from Washington University, St. Louis and his Bachelor’s degree in Computer Science from Jadavpur University, Calcutta, India. Atanu is a Chartered Financial Analyst.

Prasanth Sankar

Assistant Portfolio Manager

Prasanth has worked as a portfolio manager and quantitative analyst at Zacks for over 5 years. Prasanth has a Ph.D. in Theoretical Physics from the University of Illinois at Urbana-Champaign and a Bachelor’s degree from the Indian Institute of Technology.

Prasanth co-manages several of Zacks’ investment strategies and also develops and refines many of our proprietary models. Prasanth applies his mathematical background to the investment process through sophisticated and in-depth quantitative analysis where he seeks to identify investment anomalies and develop investment models to profit from them.

Jane Ji

Quantitative Analyst

Jane works as a quantitative analyst and alpha model builder. She works with the portfolio managers at Zacks in the design, development and implementation of various trading models. She also develops and back-tests new statistical arbitrage trading algorithms and strategies.

Jane holds a Master of Finance from the Illinois Institute of Technology, and is a Ph.D. Candidate in Management Science of Finance at the Illinois Institute of Technology.

Tony Zhang, Ph.D

Quantitative Analyst

Tony is a quantitative analyst at Zacks Investment Management in Chicago, IL. His primary research interests relate to the use of massive financial data in markets, portfolio management, and investment strategies. Zhang has a PHD in Electrical and Computer Engineering from University of Minnesota, Twin Cities. He is also pursuing his MBA at Booth School of Business, University of Chicago with a concentration in analytical finance.

Prior to joining Zacks Investment Management, he was a Visiting Research Assistant Professor of State University of New York at Binghamton, and a research scientist at Lemko Corporation. In his research career, he has been awarded three Best Paper Awards and has published over 20 papers in the top international journals and conferences. He has also served as guest editor and technical program committee member for several International journals and conferences.

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Company Information

Zacks Investment Management (ZIM), is a Registered Investment Advisor founded in 1992. We are an expert in using earnings estimates and quantitative methodologies in the investment process, ZIM offers multiple strategies based on these techniques. We are a wholly owned subsidiary of Zacks Investment Research, one of the largest providers of independent research in the U.S.

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Contact Zacks

Zacks Investment Management
227 West Monroe, Suite 4350
Chicago, IL 60606

Individual Investor 800.245.2934

 

Financial Professional 888.775.8351

 

Institutional Investor 312.265.9393