Nathaniel Peter Feit

Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2023 → Present
  Zacks Investment Management
  Chicago, IL
• 02/2023 → 10/2023
  High Tide Logistics
  Lincolnwood, IL
• 06/2022 → 08/2022
  Glenview House
  Glenview, IL
• 08/2017 → 08/2023
  University Of Missouri
  Columbia, MO
• 07/2017 → 08/2017
  Glenview Park District
  Glenview, IL
• 08/2013 → 06/2017
  Glenbrook South High School
  Glenview, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-26