Brian Mulberry is a Senior Vice President at Zacks Investment Management, a wealth management boutique located in Chicago, IL. With over 100 employees and billions of dollars in Assets Under Management, Mulberry brings his expertise in Financial Services Sales and Management, Annuity and Life Insurance sales, and Project Management to the organization. As a licensed FINRA Series 6, 7, 26, 63, and 66 professional, Mulberry managed a $280M federal settlement through the mutual fund house PGHG. He is also an expert in '40 Act Funds and ETFs, and worked as a Senior Product Specialist at Goldman Sachs Product Specialist at ALPS, A DST Company.

Mulberry's background includes studying Geophysics at Colorado School of Mines, working as a Regional Marketing Director at Allegis Advisor Group, Senior Regional Vice President at Trademark Capital Management, Inc., and Senior Sales Executive at Red Rocks Capital, LLC. He also worked as a Business Development Consultant for Jackson National Life and as an Internal Wholesaler - GA, SC at Old Mutual Capital. Mulberry's career highlights include being a Retirement Plans Specialist at Columbia Funds and an Investor Communications Supervisor at Janus Henderson Investors U.S.

Mulberry's philosophy involves using investment anomalies, which have been tested in decades of theory and practice, to generate meaningful alpha. He believes in multi-factor strategies that have a disciplined process with a focus on risks controls. Mulberry's talents include project management, sales training, and planning, territory management, LION, and Toplinked.com. To get in touch with Brian Mulberry, reach out to him at bnm1934@yahoo.com.