Brad Sorensen
Analyst-Equity at Zacks Investment Research, Inc. (Small Cap Research)
Profile
Mr. Brad Sorensen, CFA, is a Senior Analyst at Zacks Investment Research, Inc.
Prior to joining Zacks in 2021, He was the Managing Director of Market and Sector Analysis at Charles Schwab, responsible for directing coverage of economic and market developments as well as doing in-depth research on various securities and areas of the market.
This role included a weekly research piece featured on Schwab.com, distributed to thousands of readers, as well as collaboration with high-net-value clients on different investment topics.
Prior to that role, Mr. Sorensen was Director-Sector Analysis at Charles Schwab, where among other responsibilities researched and evaluated all investment sectors by using economic data, both domestic and foreign, as well as company information to educate investors about sector dynamics.
Mr. Sorensen holds the CFA designation as well as an MBA and MS in Finance from the University of Colorado.
Brad Sorensen active positions
| Companies | Position | Start |
|---|---|---|
| Zacks Investment Research, Inc. (Small Cap Research) | Analyst-Equity | 31/08/2021 |
Former positions of Brad Sorensen
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
| Zacks Investment Research, Inc. (Small Cap Research) | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
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