Brian Mulberry

Regional Vice President, Mountain at Zacks Investment Management, Inc.

Brian Mulberry

Brian Mulberry

Regional Vice President, Mountain at Zacks Investment Management, Inc.

Overview
RelSci Relationships

133

Relationships
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Co-Founder at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Executive Director Private Client Group at Zacks Investment Management, Inc.

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Chief Financial Officer at Zacks Investment Management, Inc.

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Chief Compliance Officer at Zacks Investment Management, Inc.

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Managing Director at Zacks Investment Management, Inc.

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Principal & Senior Portfolio Manager at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Fixed Income Portfolio Manager at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Regional Vice President, South East at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Regional Vice President, North East at Zacks Investment Management, Inc.

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Regional Vice President, Pacific Northwest at Zacks Investment Management, Inc.

Relationship likelihood: Strong

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Brian Mulberry
Regional Vice President, Mountain at Zacks Investment Management, Inc.
Education
Class of 1996

Colorado School of Mines is a public research university devoted to engineering and applied science. It has the highest admissions standards of any public university in Colorado and among the highest of any public university in the U.S. Mines has distinguished itself by developing a curriculum and research program geared towards responsible stewardship of the earth and its resources. In addition to strong education and research programs in traditional fields of science and engineering, Mines is one of a very few institutions in the world having broad expertise in resource exploration, extraction, production and utilization. As such, Mines occupies a unique position among the world's institutions of higher education. Since its founding in 1874, the translation of the school's mission into educational programs has been influenced by the needs of society. Those needs are now focused more clearly than ever before. The world faces a crisis in balancing resource availability with environmental protection and Mines and its programs are central to the solution. Mines offers all the advantages of a world-class research institution with a size that allows for personal attention.

Career History
Regional Vice President, Mountain
Current

Zack Investment Management (ZIM) manages their investment strategies through the application of a hybrid research process, which uses both quantitative and qualitative criteria. The firm uses proprietary models to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of multiple fundamental factors. They utilize data from Zacks Investment Research as a tool inmanaging portfolios.ZIM provides wealth management services which use asset allocation models to consider a number of macro- and microeconomic indicators. Portfolios are constructed based on each client's individual investment goals, time horizon and risk tolerance. ZIM incorporates a strategic mix of asset classes rather than attempting to pick the single best performing asset class or individual security. The firm also incorporates a separate model designed to predict the future value of interest rates, credit spreads and inflation. ZIM's investment strategies include: Quantitative; Focused Growth; International Equity, All-Cap Core, Dividend, Fixed Income, MLPs, Preferred Income, Market Neutral, Small- Cap Core, Mid-Cap and Global Tactical.

Senior Vice President-Sales
2012 - Prior

Red Rocks Capital specializes in investments in global, publicly-traded private equity companies. The firm's investment process begins with an extensive and proprietary database of publicly-traded private equity companies. This includes, among others, business development companies, investment holding companies, publicly-traded limited partnership interests (common units), publicly-traded venture capital funds, publicly-traded venture capital trusts, publicly-traded private equity funds, publicly-traded private equity investment trusts, publicly-traded closed-end funds, publicly-traded financial institutions that lend to or invest in privately held companies and any other publicly-traded vehicles that invest in privately-held companies. Red Rocks' investment process investment process begins with an extensive and proprietary database of publicly-traded private equity companies, which they screen using both quantitative and qualitative research to identify top-performing, high-quality private equity companies. They target companies with $100 million or more in market-cap. This analysis allows the firm to narrow the global coverage list to approximately 100 firms which they analyze extensively for possible inclusion in the portfolio. Red Rocks seek to identify and invest in undervalued situations or situations where they believe returns can exceed current expectations. In addition, they compare market expectations (either premium or discount). The result of the research is a highly diversified portfolio of 30 to 50 securities.

Business Development Consultant
2008 - 2012

Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO.

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