Brian Mulberry
Chief Market Strategist at Zacks Investment Management
- Role
- Chief Market Strategist at Zacks Investment Management
- Location
- Golden, CO, US
- LinkedIn followers
- 500 followers
About Brian Mulberry
Zacks Investment Management, a wealth management boutique formed in 1992, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S. Our main office is located in Chicago, IL. with over 100 employees. We manage billions of dollars in Assets Under ManagementOur PhilosophyOur research shows that even though the public markets are extremely efficient, equity anomalies exist and benchmark outperformance can be realized by using a process which captures these anomalies over full market cycles. Investing in multi-factor strategies that have a disciplined process with a focus on risks controls can generate meaningful alpha.The Zacks organization has been researching investment anomalies for more than three decades. While there are many anomalies that make sense to use in theory, Zacks picks the ones with a high enough rate of conviction to build an investment process around.Our ProcessWe believe our process is well defined, disciplined and repeatable. Each strategy’s investment process is designed to capture investment anomalies which have been tested in decades of theory and practice. Invite Me b••••••@yahoo.com No IDK Senior Vice President – FINRA Series 6, 7, 26, 63, and 66 Licensed. – Managed a $280M federal settlement through the mutual fund house PGHG.– Expert in Financial Services Sales and Management.– Expert in Annuity and Life insurance sales to independent financial planners, advisors, and agents. – Regional Vice President over Jackson\'s Louisiana and Mississippi operation- Senior Product Specialist,\'40 Act Funds and ETF\'sSpecialties: Project Management, Sales Training and Planning, Territory Management, LION, Toplinked.com, Invite me at b••••••@yahoo.com.
Experience
Chief Market Strategist
Feb 2026 — Present · Chicago, IL, US
My role is to develop and articulate our firm\'s view of current market conditions, including economic outlooks that impact equity markets. Blending these top-down themes with Zacks\' forward looking Alpha Model we are able to find the optimal blend of risk and reward as we specifically define what opportunities are of interest and thoughtfully manage risk to provide optimized returns.
Education
Colorado School of Mines
Geophysics
1993 — 1996
Skills
- Mutual Funds
- Financial Services
- Strategy
- Management
- Business Development
- Wealth Management
- Marketing
- Fixed Annuities
- Series 6
- Retirement Planning
- Retirement
- 401k
- Life Insurance
- Finance
- Sales
- Investments
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