PRIVATE CLIENTS

Meet the team

Find a representative.

Zacks Investment Management is headquartered in downtown Chicago, Illinois, and our wholesale and private client representatives serve financial advisors and clients across the US. Through a team of academics and robust independent infrastructure, we channel the research of our parent firm through a disciplined investment process to focus on each client’s goals.

Explore the profiles below to learn more about the thought leaders behind Zacks services and strategies, or to find a Zacks representative near you.

John Allison
Bryan Bach
Robert Bloch
Herb Brown
Christian Cody
Richard Delio
Jay Falini
Tim Harper
Gregory Huffman
Alex Insley
Jacob Jablonski
Mike Jazo
David Kecskes
Roman Kobrin
David Koty
Brian Langenkamp
Randy Leclair
Brian Levy
Wayne Lockwood
Nick Lopez
Triston Navarro
Joe Peck
Stephen Phillip
Mark Rafaloff
Matthew Schaeffer
Paula Sauer
Casper Terpinski
Tony Toulaboe
Brian Vandenheuvel
Chris Whittemore
Larry Zerg
Leadership
HEADQUARTERS: CHICAGO
Portfolio Management Team
HEADQUARTERS: CHICAGO
Mitch Zacks, MBA
CEO, Senior Portfolio Manager
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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
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Manish Jain
Fixed Income Portfolio Manager
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Tony Zhang, Ph.D., MBA, CFA
Quantitative Analyst
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Atanu Ghosh, CFA
Assistant Portfolio Manager
Prasanth Sankar, Ph.D.
Assistant Portfolio Manager
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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.

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