Matthew Leonard Richard

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

• 10/2022 → Present
  Zacks Investment Management
  Chicago, IL
• 01/2018 → 10/2022
  Ducks Unlimited
  Memphis, TN
• 08/2015 → 01/2018
  State Of Illinois, Governor's Office Of Management And Budget
  Springfield, IL
• 08/2014 → 01/2018
  Aviary Media
  Springfield, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-17