Brad Sorensen

Brad Sorensen, CFA

Senior Analyst

Brad Sorensen, CFA Is a Senior Equity Research Analyst with Zacks Small-Cap Research, with over 20 years of securities industry experience.

Prior to joining Zacks in 2021, Brad 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, distributed to thousands of readers, as well as collaboration with high-net-value clients on different investment topics. Prior to that role, he 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.

Brad has appeared in the media as a financial expert numerous times, including with the New York Times, Wall Street Journal, Forbes and CNBC—among others. He has spoken all over the U.S. and internationally, bringing financial expertise in an understandable way to thousands of investors.

Brad holds the CFA designation as well as an MBA and MS in Finance from the University of Colorado.

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