![Brian Bolan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brian Bolan
Market Strategist at Zacks Investment Research, Inc.
Profile
Mr. Brian Bolan is an Equity Strategist at Zacks Investment Research, Inc.
Prior to joining Zacks Investment in December 2011, Mr. Bolan worked for Williams Capital Group and Olympia Capital Markets.
Prior to that, he was a Vice President of Equity Research at Sturdivant and was a Director of Research at Jackson Securities.
He was also employed with Marquis Investment Research, Briefing.com and at Madison Securities.
Mr. Bolan earned his BBA from Cleveland State University and he hold NASD Series 7, 24, 63, 86, & 87 licenses.
Brian Bolan active positions
Companies | Position | Start |
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Zacks Investment Research, Inc.
![]() Zacks Investment Research, Inc. Investment ManagersFinance Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies. | Market Strategist | 01/12/2011 |
Former positions of Brian Bolan
Companies | Position | End |
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The Williams Capital Group LP
![]() The Williams Capital Group LP Investment Banks/BrokersFinance Founded in 1994, Williams Capital Group LP is an investment banking firm and broker/dealer located in New York City. The firm serves institutional investors and corporations in the in equity, fixed-income, corporate finance, investment management and private equity markets. Williams Capital provides debt and equity underwriting, secondary market trading, equity research, stock repurchase and corporate finance advisory services. The firm trades and distributes commercial paper and other money market instruments, structured products, corporate debt, government agency notes, and domestic and international equities. The trading desk provides clients with full-service execution for all listed and over-the-counter stocks. Williams Capital Group's clients include small institutional and hedge fund managers, mutual funds, insurance companies and public and private pension funds. The firm's traders provide clients with proprietary research generated by their analytical staff. Williams Capital Group is a member of FINRA and the SIPC. | Analyst-Equity | 01/03/2011 |
Southridge Investment Group LLC
![]() Southridge Investment Group LLC Investment Banks/BrokersFinance Southridge Investment Group LLC is registered broker/dealer located in Ridgefield, Connecticut with an additional office in New York City. They are a subsidiary of Southridge Capital Management LLC and their ultimate parent is Sunodia Partners LP. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Analyst-Equity | 30/11/2010 |
Olympia Capital Markets Group
![]() Olympia Capital Markets Group Investment Banks/BrokersFinance Founded in 2003, Olympia Capital Markets Group is an asset management, investment banking, broker/dealer and investment research firm located in New York City. The firm is a member of FINRA, the SIPC, the MSRB and NASDAQ. The firm clears through Dallas-based Penson Financial Services Inc. Olympia Capital Markets Group provides execution, proprietary research and capital markets insight to institutional, individual and corporate investors. The firm generates fundamental and technical analysis of companies, industries, markets and economies. They employ a top-down approach that seeks to identify the different sectors and industries with the best value and risk/reward opportunities. Olympia Capital Markets Group's equity research analyzes company fundamentals utilizing a range of proprietary tools to identify opportunities in the securities they cover. Quantitative research is integrated with macroeconomic considerations to enhance their clients' own research. | Analyst-Equity | 30/06/2010 |
Olympia Capital Markets Group
![]() Olympia Capital Markets Group Investment Banks/BrokersFinance Founded in 2003, Olympia Capital Markets Group is an asset management, investment banking, broker/dealer and investment research firm located in New York City. The firm is a member of FINRA, the SIPC, the MSRB and NASDAQ. The firm clears through Dallas-based Penson Financial Services Inc. Olympia Capital Markets Group provides execution, proprietary research and capital markets insight to institutional, individual and corporate investors. The firm generates fundamental and technical analysis of companies, industries, markets and economies. They employ a top-down approach that seeks to identify the different sectors and industries with the best value and risk/reward opportunities. Olympia Capital Markets Group's equity research analyzes company fundamentals utilizing a range of proprietary tools to identify opportunities in the securities they cover. Quantitative research is integrated with macroeconomic considerations to enhance their clients' own research. | Analyst-Equity | 01/06/2010 |
Sturdivant & Co., Inc. (Broker)
![]() Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service brokerage firm located in Mt. Laurel, New Jersey. Sturdivant & Co. The firm's trading department utilizes the latest technologies to provide clients with maximum efficiency and overall execution excellence for both listed and NASDAQ orders. Sturdivant is connected to many of the major FIX order routing networks including Bloomberg, ITG RouteNet, MacGregor, TradeWare and TNS, as well as the major ECNs. With electronic order routing, traders benefit from seamless and efficient connectivity to Sturdivant directly from their existing systems. The firm strives to tap as many sources of liquidity to ensure that their clients' orders are executed as efficiently as possible. For clients who want their orders executed with a Volume Weighted Average Price (VWAP) strategy, Sturdivant's trading systems allow them to enter orders in multiple ways such as slicing the order into the market on a percentage basis, as a percentage of volume, or slicing it into the market at various times during the day. The firm brings their clients closer to the market through their relationship with a premier, independent Direct Access broker allowing them to provide point-of-sale execution and real-time information. Sturdivant is a member of the Philadelphia Stock Exchange. They can execute client orders on all the worldwide exchanges through their relationship with BNY ConvergEx Group and HSBC Securities (USA), Inc. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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Jackson Securities LLC
![]() Jackson Securities LLC Investment Banks/BrokersFinance Jackson Securities LLC is a full-service investment bank and broker/dealer headquartered in Atlanta, Georgia. The firm was founded by Maynard H. Jackson in 1987 and they are a subsidiary of Atlanta Life Financial Group. In 2005, Jackson Securities merged with Chicago-based Berean Capital, Inc. The firm provides investment banking and brokerage services to institutional and retail clients. Their services include public finance, tax-exempt underwriting sales and trading, corporate syndication and wealth management. | Finance |
Sturdivant & Co., Inc. (Broker)
![]() Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service brokerage firm located in Mt. Laurel, New Jersey. Sturdivant & Co. The firm's trading department utilizes the latest technologies to provide clients with maximum efficiency and overall execution excellence for both listed and NASDAQ orders. Sturdivant is connected to many of the major FIX order routing networks including Bloomberg, ITG RouteNet, MacGregor, TradeWare and TNS, as well as the major ECNs. With electronic order routing, traders benefit from seamless and efficient connectivity to Sturdivant directly from their existing systems. The firm strives to tap as many sources of liquidity to ensure that their clients' orders are executed as efficiently as possible. For clients who want their orders executed with a Volume Weighted Average Price (VWAP) strategy, Sturdivant's trading systems allow them to enter orders in multiple ways such as slicing the order into the market on a percentage basis, as a percentage of volume, or slicing it into the market at various times during the day. The firm brings their clients closer to the market through their relationship with a premier, independent Direct Access broker allowing them to provide point-of-sale execution and real-time information. Sturdivant is a member of the Philadelphia Stock Exchange. They can execute client orders on all the worldwide exchanges through their relationship with BNY ConvergEx Group and HSBC Securities (USA), Inc. | Finance |
Olympia Capital Markets Group
![]() Olympia Capital Markets Group Investment Banks/BrokersFinance Founded in 2003, Olympia Capital Markets Group is an asset management, investment banking, broker/dealer and investment research firm located in New York City. The firm is a member of FINRA, the SIPC, the MSRB and NASDAQ. The firm clears through Dallas-based Penson Financial Services Inc. Olympia Capital Markets Group provides execution, proprietary research and capital markets insight to institutional, individual and corporate investors. The firm generates fundamental and technical analysis of companies, industries, markets and economies. They employ a top-down approach that seeks to identify the different sectors and industries with the best value and risk/reward opportunities. Olympia Capital Markets Group's equity research analyzes company fundamentals utilizing a range of proprietary tools to identify opportunities in the securities they cover. Quantitative research is integrated with macroeconomic considerations to enhance their clients' own research. | Finance |
Briefing.com, Inc.
![]() Briefing.com, Inc. Miscellaneous Commercial ServicesCommercial Services Briefing.com, Inc. provides market analysis information for individual and professional investors. It services include stock tracking, news summaries and market commentary. The firm provides content to partners like Charles Schwab, Reuters, MSN, Forbes and Yahoo! Finance. The company was founded in 1992 by Dick Green and is headquartered in Chicago, IL. | Commercial Services |
Madison Securities | Finance |
The Williams Capital Group LP
![]() The Williams Capital Group LP Investment Banks/BrokersFinance Founded in 1994, Williams Capital Group LP is an investment banking firm and broker/dealer located in New York City. The firm serves institutional investors and corporations in the in equity, fixed-income, corporate finance, investment management and private equity markets. Williams Capital provides debt and equity underwriting, secondary market trading, equity research, stock repurchase and corporate finance advisory services. The firm trades and distributes commercial paper and other money market instruments, structured products, corporate debt, government agency notes, and domestic and international equities. The trading desk provides clients with full-service execution for all listed and over-the-counter stocks. Williams Capital Group's clients include small institutional and hedge fund managers, mutual funds, insurance companies and public and private pension funds. The firm's traders provide clients with proprietary research generated by their analytical staff. Williams Capital Group is a member of FINRA and the SIPC. | Finance |
Southridge Investment Group LLC
![]() Southridge Investment Group LLC Investment Banks/BrokersFinance Southridge Investment Group LLC is registered broker/dealer located in Ridgefield, Connecticut with an additional office in New York City. They are a subsidiary of Southridge Capital Management LLC and their ultimate parent is Sunodia Partners LP. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Zacks Investment Research, Inc.
![]() Zacks Investment Research, Inc. Investment ManagersFinance Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies. | Finance |
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