Portfolio Consultant - Zacks Investment Management
Jamie leads the quantitative strategist team for Zacks Index Services Division and is responsible for identifying new quantitative strategies as well as ongoing quality control of all Zacks proprietary indexes and UIT portfolios. Over the past 7 years at Zacks, Ms. Adams has been instrumental in the creation and development of Zacks methodologies currently utilized by leading ETF and UIT sponsors. Jamie is a level III CFA candidate and has a B. A. in Finance from Western Michigan University.
A wealth management boutique, Zacks is a leading expert on earnings and using earnings estimates in the investment process. Zacks Investment Management (ZIM) is a wholly owned subsidiary of parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S. Zacks specializes in managing equity and fixed income portfolios for individual investors using a unique combination of Zacks independent research and Zacks proprietary quantitative models that have been proven year after year to deliver market-beating results.