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Zack Fellows, Cfa Email & Phone Number
Portfolio Manager and Sr. Research Analyst
at
Managed Asset Portfolios, LLC
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✓ Verified July 2026
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Profile completeness 100%
Current company
Role
Portfolio Manager and Sr. Research Analyst
Location
New Baltimore, Michigan, United States
Who is Zack Fellows, Cfa? Overview
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Quick answer
Zack Fellows, Cfa is listed as Portfolio Manager and Sr. Research Analyst at Managed Asset Portfolios, LLC, based in New Baltimore, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Zack Fellows, Cfa.
Zack Fellows, Cfa previously worked as Portfolio Manager/Sr. Research Analyst at Managed Asset Portfolios, Llc and Plant Performance Analyst Internship at Detroit Diesel. Zack Fellows, Cfa holds Chartered Financial Analyst (Cfa) from Cfa Institute.
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Email format at Managed Asset Portfolios, LLC
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Managed Asset Portfolios, LLC
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Profile bio
About Zack Fellows, Cfa
Detail-oriented, analytical financial services professional with experience in client relationship management, full-service buy-side portfolio management, and executive communications. My professional interests include investment research, portfolio management, manager due diligence, and business development.
Listed skills include Financial Markets, Equity Research, Statistics, Financial Analysis, and 48 others.
Current workplace
Zack Fellows, Cfa's current company
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Managed Asset Portfolios, Llc
Website
AeroLeads page
4 roles
Zack Fellows, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager/Sr. Research Analyst
Managed over $1.1 billion in assets under management (AUM) across 800+ accounts, including high-net-worth individuals and institutional clients Developed comprehensive financial models tailored to the technology sector, analyzing industry trends, valuation metrics, company financials, and market catalysts to enhance investment decision-makingDeveloped predictive models to analyze global macroeconomic trends and their impacts on asset pricesForecasted company financials through quantitative analysis to identify key drivers and their relationship to share price growthIdentified companies poised to benefit from emerging and secular trends such as AI, accelerated computing, semiconductors, e-commerce, and roboticsPerformed competitor due diligence, evaluating and ranking firms based on quantitative metrics and qualitative factors Developed and presented compelling marketing materials that enhanced investor engagement and clarified complex investment strategiesAuthored multiple white papers to clearly articulate the firm’s research findings and investment strategies, enhancing client understanding
Plant Performance Analyst Internship
Helped manage a multi-million dollar cost savings project by analyzing and forecasting costs using a self-developed Excel program.Used Microsoft Excel to create weekly and monthly KPI’s evaluating plant performance.Utilized SAP to analyze monthly cost savings from initiatives implemented throughout plant.Created presentations to communicate in-depth analysis of the results and milestones of the cost savings program to Daimler Truck North America Board of Directors and Detroit Diesel Facility Leadership.
Jan 2014 - Aug 2014
Full Time Mobile Sales Consultant/Supervisor
Helped customers find the perfect solution for one of their largest discretionary purchases and monthly billsExplained complex technologies to customers in simple terms to help get them the technology that fit their needsConsistently had an NPS score of 97% or higher
Aug 2010 - Dec 2013
4 education records
Zack Fellows, Cfa education
Chartered Financial Analyst (Cfa)
Cfa Institute
Bachelor Of Science (B.S.A.), Finance, General
Wayne State University
General Studies
Macomb Community College
Education record
Nasaa
FAQ
Frequently asked questions about Zack Fellows, Cfa
Quick answers generated from the profile data available on this page.
What company does Zack Fellows, Cfa work for?
Zack Fellows, Cfa works for Managed Asset Portfolios, LLC.
What is Zack Fellows, Cfa's role at Managed Asset Portfolios, LLC?
Zack Fellows, Cfa is listed as Portfolio Manager and Sr. Research Analyst at Managed Asset Portfolios, LLC.
Where is Zack Fellows, Cfa based?
Zack Fellows, Cfa is based in New Baltimore, Michigan, United States while working with Managed Asset Portfolios, LLC.
What companies has Zack Fellows, Cfa worked for?
Zack Fellows, Cfa has worked for Managed Asset Portfolios, Llc, Detroit Diesel, and Best Buy.
How can I contact Zack Fellows, Cfa?
You can use AeroLeads to view verified contact signals for Zack Fellows, Cfa at Managed Asset Portfolios, LLC, including work email, phone, and LinkedIn data when available.
What schools did Zack Fellows, Cfa attend?
Zack Fellows, Cfa holds Chartered Financial Analyst (Cfa) from Cfa Institute.
What skills is Zack Fellows, Cfa known for?
Zack Fellows, Cfa is listed with skills including Financial Markets, Equity Research, Statistics, Financial Analysis, Equities, Options, Project Management, and Operations Management.
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