Profil
Zachary Sacks is currently an Associate Portfolio Manager at Invesco Advisers, Inc. He previously worked as a Senior Research Analyst at OppenheimerFunds, Inc. from 2016 to 2019.
Before that, he was a Research Analyst at Waddell & Reed Investment Management Co. and Trilogy Global Advisors LP.
Mr. Sacks completed his undergraduate degree at The Wharton School of the University of Pennsylvania.
Postes actifs de Zachary Sacks
| Sociétés | Poste | Début |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Analyst-Equity | 24/05/2019 |
Anciens postes connus de Zachary Sacks
| Sociétés | Poste | Fin |
|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Analyst-Equity | 24/05/2019 |
Trilogy Global Advisors LP
 Trilogy Global Advisors LP Investment ManagersFinance Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions. | Corporate Officer/Principal | - |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Corporate Officer/Principal | - |
Formation de Zachary Sacks
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
Trilogy Global Advisors LP
Trilogy Global Advisors LP Investment ManagersFinance Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
