Zachary Rosenstock

Zachary Rosenstock is a Senior Equity Analyst and Assistant Portfolio Manager at Segall Bryant & Hamill, based in Chicago. He is instrumental in research and portfolio management for the Small Cap Core, SMID Cap, and Small Cap Value strategies, focusing specifically on U.S. small-cap equities. His responsibilities include conducting fundamental analysis, integrating ESG factors into research, and selecting securities across a broad range of industries within the small capitalization space.

Prior to joining Segall Bryant & Hamill in 2011, Rosenstock served as a Research Analyst at Wayne Hummer Asset Management, where he built substantial expertise in equity research and portfolio analysis. Throughout his career, he has developed a deep understanding of small and mid-cap U.S. companies, making significant contributions to investment strategy and long-term capital appreciation.

Rosenstock holds a BA in Economics from Boston College and is a CFA® charterholder, reflecting strong technical credentials in financial analysis and portfolio management. His track record demonstrates leadership in the analysis and management of small-cap and SMID-cap equity portfolios, with a professional focus on value-driven investing within the U.S. equity landscape.