Davis Charles Lipp

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

• 03/2025 → Present
  Zacks Investment Management
  Chicago, IL
• 07/2022 → 03/2025
  Arrive Logistics
  Chicago, IL
• 06/2022 → 06/2022
  Unemployed
  Cincinnati, OH
• 08/2018 → 05/2022
  Miami University (Ohio)
  Oxford, OH
• 08/2014 → 05/2018
  Saint Xavier High School
  Cincinnati, OH
• 05/2018 → 08/2018
  Maketewah Country Club
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-25