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Gregory S
Series 63, Series 65
Parker, CO
Zacks Investment Management, Inc.
Gregory Steinmetz is a financial advisor at Zacks Investment Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Alps Fund Services, Inc. for 17 years. Steinmetz joined Zacks Investment Management in 2026. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios through multiple platforms.
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