Steve Zimmerman is the Research Director at Logix, where he is responsible for maintaining and advancing the proprietary modeling framework that underpins the Logix investment methodology. In his role, Steve supports investment decision-making by ensuring the accuracy, consistency, and integrity of the research and data that inform portfolio construction and strategy implementation.
Steve serves as a key member of the Logix Investment Committee, contributing to investment strategy development and execution. Prior to joining Logix, he held senior research and leadership roles across the investment industry, including positions as Quantitative Sales Director at Zacks Investment Research, research analyst at Touchstone Mutual Funds, Director of Research at Robert Leshner & Associates, and Managing Director at Quanta Research, a subsidiary of Fund Evaluation Group. His long-standing commitment to research discipline and risk-aware analysis has been central to supporting consistent outcomes over time.
Steve values strong personal connections and maintains close relationships with his family, including his brother, sister, and three nieces. Outside of work, he is an avid tennis player and became Treasurer of the Hyde Park Tennis Club Board of Directors in January 2025, reflecting his ongoing involvement in community organizations.
Education & Credentials
Master of Business Administration (MBA), Finance, University of Cincinnati
Bachelor’s Degree, Psychology, Miami University