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Zacks Investment Management

227 W. Monroe, Suite 4350
Chicago, IL 60606

Toll free. (888) 775-8351
ziminfo@zacks.com

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Find a representative.

Map of Zacks wholesale representative regions across the US.
Map of RIA Solutions regions across the US.
Wholesale Representatives
RIA Solutions
Greg Murphy
Director of Wholesale Distribution
gmurphy@zacks.com
David Miele
Director of National Accounts
dmiele@zacks.com

North West

Brad Mendenhall, Regional Vice President
bmendenhall@zacks.com | Tel. (209) 658-7163

South Pacific

Tim Crawford, Regional Vice President
tcrawford@zacks.com | Tel. (949) 698-8160

South Central

Chris Glass, Divisional Vice President
cglass@zacks.com | Tel. (214) 457-2761

Midwest

Jared Napper, Regional Vice President
jnapper@zacks.com | Tel. (316) 633-2324

South East

Greg Karolich, Regional Vice President
gkarolich@zacks.com | Tel. (815) 735-3885

Great Lakes

Ed Janeczek, Regional Vice President
ejaneczek@zacks.com | Tel. (407) 230-6023

Mid Atlantic

Ed Ketchie, Divisional Vice President
hketchie@zacks.com | Tel. (312) 848-8443

New York Metro and New Jersey

Michael Petrucelli, Regional Vice President
mpetrucelli@zacks.com | Tel. (845) 222-9453

New England and Upstate New York

Brian Donovan, Regional Vice President
bdonovan@zacks.com | Tel. (617) 224-7789

Management

Greg Murphy
Director of Wholesale Distribution
gmurphy@zacks.com
Scott Sprandel
Custom Asset Management Manager
ssprandel@zacks.com | Tel. (708) 218-4940
Danielle Dale
Director of Institutional Business Development
ddale@zacks.com | Tel. (224) 216-3081

East

RIA SERVICES
Kevin Antosz, Vice President–East
kantosz@zacks.com | Tel. (412) 439-0145
CUSTOM ASSET MANAGEMENT SPECIALIST
Robert MacDonald, Vice President–East
rmacdonald@zacks.com | Tel. (727) 365-7037

Midwest

RIA SERVICES
Gabe Szymarek, Vice President–Midwest
gszymarek@zacks.com | Tel. (618) 979-7462
CUSTOM ASSET MANAGEMENT SPECIALIST
Andrew Montgomery, Vice President–Midwest
amontgomery@zacks.com | Tel. (269) 352-1642

West

RIA SERVICES
Mitch Conley, Vice President–West
mconley@zacks.com | Tel. (815) 289-9461
CUSTOM ASSET MANAGEMENT SPECIALIST
Open
Leadership
HEADQUARTERS: CHICAGO
Portfolio Management Team
HEADQUARTERS: CHICAGO
Mitch Zacks, MBA
CEO, Senior Portfolio Manager
Read Bio
Frank Lanza
Chief Compliance Officer
Jeff Haskin
Managing Director, Private Client Group
Greg Murphy
Director of Wholesale Distribution
Trent Thorbahn, CIMA®
Managing Director of Operations
Andre Foy
Director of Internal Sales and Marketing
Mitch Zacks, MBA
CEO, Senior Portfolio Manager
Read Bio
Manish Jain
Fixed Income Portfolio Manager
Read Bio
Tony Zhang, Ph.D., MBA, CFA
Quantitative Analyst
Read Bio
Atanu Ghosh, CFA
Assistant Portfolio Manager
Prasanth Sankar, Ph.D.
Assistant Portfolio Manager
Read Bio
Jane Ji, CFA, FRM
VP - Quantitative Analysis, Head of Index Services

Mitch Zacks, MBA

CEO, Senior Portfolio Manager
25+ years' experience
  • BA, Economics, Yale University
  • MBA, Analytic Finance and Statistics, University of Chicago

As the firm's primary expert on quantitative investing, Mitch Zacks joined Zacks Investment Management in 1996 and has led the portfolio management team for many years. While he oversees all portfolio management activities at the firm, he is principally involved in the engineering of Zacks strategies, and he has personally developed many of the firm’s proprietary models.

Prior to joining Zacks, Mitch was an investment banking analyst with Lazard Frères. He has become widely recognized as an expert on corporate earnings, having written two books on quantitative investment strategies: Ahead of the Market, which details the Zacks method for spotting winning stocks early in any cycle, and The Little Book of Stock Market Profits: The Best Strategies of All Time Made Better, which was one of the top selling investment books in its publishing year. He has written a weekly column for the Chicago-Sun Times and currently produces a popular report, “Mitch on the Markets”.

Manish Jain

Fixed Income Portfolio Manager
20 years' experience
  • BA, Finance, Michigan State University

As the head of all fixed income strategies at Zacks Investment Management, Manish Jain brings to the portfolio management team an in-depth knowledge of the bond market and high-yielding investments.

Manish has nearly 20 years’ experience in the financial services industry and is an expert on corporate, government and municipal bonds, as well as preferred stocks, MLPs, and other income-producing investments. Prior to joining Zacks, Manish was an investment manager for People’s Bank, where he also served as a portfolio manager in the trust department. His experience and expertise are instrumental to the team’s process of designing customized income strategies for Zacks clients.

Tony Zhang, Ph.D., MBA, CFA

Quantitative Analyst
6 years' experience
  • MBA, Analytical Finance and Strategy, University of Chicago
  • Ph.D., Electrical and Computer Engineering, University of Minnesota, Twin Cities

Tony Zhang is a quantitative analyst focusing on multi-factor, sector-specific alpha models. Prior to joining Zacks Investment Management, he served as adjunct assistant professor at the University of Maryland, Baltimore County and was a Visiting Assistant Professor at the State University of New York at Binghamton.

Tony holds a Ph.D., an M.B.A (with honors), and the CFA designation. His research accolades include three best paper awards and the publication of more than 20 papers in top international journals and conferences.

Prasanth Sankar, Ph.D.

Assistant Portfolio Manager
13 years' experience
  • BA, Physics, Indian Institute of Technology
  • Ph.D., Theoretical Physics, University of Illinois

Prasanth Sankar’s role as a portfolio manager and quantitative analyst involves co-managing several of Zacks’ investment strategies, while developing and refining several of the firm’s proprietary models.

Prasanth has a Ph.D. in Theoretical Physics and applies his mathematical background to the investment process through sophisticated and in-depth quantitative analysis. This enables him to identify anomalies and develop investment models.

Metin Akyol, Ph.D., CFA

Data Scientist
  • MSC, Economics, Goethe University Frankfurt, Germany
  • PhD, Economics with Honors, University of Technology in Darmstadt, Germany
  • CFA, The CFA Institute

As a Data Scientist, Metin Akyol researches quantitative models through the analysis of big data. Research is foundational to the Zacks approach, and Metin’s is crucial to the management of several Zacks strategies.

A Chartered Financial Analyst (CFA), Metin has also worked at the European Central Bank, the Center for European Economic Research, and the Deutsche Boerse-Eurex. He earned his doctorate in Economics with honors from the University of Technology in Darmstadt, Germany, and his research has been published in top journals. A recognized industry expert, he has presented at numerous conferences, has earned a best paper award, and has served as an adjunct professor at Trinity Christian College in Illinois.

Blog and Resource Library

We are a research-driven firm. We publish hundreds of individual insights and reports each year - from the widely read Mitch on the Markets, to our in-depth monthly stock market report.

View
Explore more
Mitch's Mailbox
August 11th, 2022
3 Changes to Social Security That May Affect Your Retirement Plan
Read more
Private Client Group
August 9th, 2022
3 Investing Categories for this High Inflation/Rising Rate Market 
Read more
Mitch on the Markets
August 9th, 2022
3 Economic Indicators to Watch in the Second Half of 2022
Read more
Mitch on the Markets
August 1st, 2022
What Q2 Earnings Are Telling Us
Read more
Private Client Group
August 1st, 2022
Fed Raises Rates, Europe Natural Gas Threat, Chip Industry Moves
Read more
Mitch's Mailbox
July 28th, 2022
High Yield Savings Accounts—Too Good to be True?
Read more

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