Paul Mangiardi

Paul Mangiardi is Vice President and Investment Advisor at Zacks Investment Management, based in Chicago, Illinois, where he leverages over 19 years of financial industry experience to guide individual and institutional clients on portfolio strategy and wealth management. In his current role, he is responsible for developing tailored investment plans, managing client relationships, and providing customized advice on equity, fixed income, and multi-asset portfolios with a particular focus on quantitative investment strategies and client-specific risk management.

Throughout his career, Paul has held progressively senior roles, including Portfolio Manager and Investment Advisor at IHT Wealth Management and Vice President - Financial Consultant at Charles Schwab, where he advised clients on comprehensive investment planning and portfolio construction. His expertise spans U.S. equities, fixed income, ETFs, and separately managed accounts, with a focus on sectors most relevant to high-net-worth and institutional portfolios, such as large-cap equities and multi-asset strategies.

Paul earned his Bachelor of Science in Finance from DePaul University, grounding his expertise in both theoretical and practical financial management. He is recognized for his client-focused approach and his contributions to delivering data-driven, risk-sensitive investment solutions, notably within private client and institutional segments.