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Erick Zanner has over 25 years of investment management, bond trading, client management and new business development experience. He has given over 200 presentations to various groups. Erick worked for SmithBarney and Morgan Stanley before starting his own investment advisory firm. In 2008 Erick chose to leave the world of large investment companies to do what he has always wanted: to manage funds in the fashion he feels is best for the client - not what is best for the big firm.
Erick is also an Executive Adjunct Professor at Capital University in the School of Business Administration. For more information about Capital, please go to http://www.capital.edu.
JDM Investment Counsel, LLC JDM Investment Counsel is a money management firm that provides everything you expect from the big Wall Street firms but never seem to get. JDM Investment Counsel partners with Charles Schwab to provide trading and custody services for clients, but can usually work with other financial service providers.
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