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Zacks Investment Management

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Chicago, IL 60606

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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

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

RIA Channel – West

AK, AZ, CA, CO, HI, ID, MT, ND, NE, NM, NV, OR, SD, UT, WA, WY
Mitch Conley, RIA Consultant–West
mconley@zacks.com | Tel. (815) 289-9461

RIA Channel – Midwest

AL, AR, IA, IN, KS, KY, LA, MI, MN, MO, MS, OH, OK, TN, TX, WI, WV, IL
Kelly Hammond, RIA Consultant–Midwest
khammond@zacks.com | Tel. (816) 806-0848

RIA Channel – East

CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT
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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 the Wholesale Distribution
Trent Thorbahn
Managing Director of Operations
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 on the Markets
May 16th, 2022
Market Volatility Persists—But Economic Fundamentals Are Solid
Read more
Private Client Group
May 16th, 2022
Persistent Market Volatility, China Lockdown’s Impact, Mortgage Rates Rise
Read more
Mitch's Mailbox
May 11th, 2022
Should Retirement Investors Sit Out This Volatile Market?
Read more
Mitch on the Markets
May 9th, 2022
Does the Economy’s Contraction in Q1 Signal a Recession?
Read more
Private Client Group
May 9th, 2022
Job Openings and Quits Hit Record, Fed Raises Rates, Mortgage Rates Climb
Read more
Mitch's Mailbox
May 5th, 2022
Does Current Selling Pressure Make This a Good Time to Buy Stocks?
Read more

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