Our team

Joseph Zigler
Founder – CEO -Managing Partner
(1999-Present)

He is lead portfolio manager and lead analyst for the Micro Cap Growth and Ultra Micro Cap Growth investment strategies.

Prior to founding Zigler Financial Group, Mr. Zigler was Managing Director and Portfolio Manager with Lehman Brothers where he had lead portfolio management responsibilities for their Micro and Ultra Micro Cap investment strategies and a senior role in the firm’s U.S. Micro/Emerging Growth team and brings 35 years of institutional investment experience specializing in small and micro cap equities.

Robert Haus
Founder – Managing Partner – Director of Portfolio Trading
(1999-Present)

He is lead portfolio manager and is responsible for the firm’s Small Cap Growth investment strategy.

Prior to founding Zigler Financial Group, Mr. Haus was a Senior Analyst and Portfolio Manager at Bear Sterns where he was lead portfolio manager overseeing the firm’s Traditional Small-to-Mid Cap Growth strategy and was a senior member of the firm’s US Micro/Emerging Growth team since 1988. Previously, Mr. Haus was a research analyst at Lehman Brothers and senior member of the firms IPO and Pre IPO investment portfolio. Mr. Haus brings 30 years of combined investment management and analysis experience.

Jonathan Watson
Portfolio manager for the private client section
(2009-Present)

Prior to his portfolio management, Jonathan served on our research team as a research analyst. Before joining the firm in 2009, Mr. Watson served on the U.S. Micro/Emerging Growth investment team at Lehman Brothers. Mr. Watson brings Fifteen years of portfolio management experience to Zigler Investors.

Ann Gibson
Administrative Assistant
(2009-Present)

Prior to joining the firm in 2009, Ms. Gibson was Administrative Assistant to Mr. Robert Haus at Lehman Brother and Bears Stern and has been in the investment management industry for 19 years.

Richard Montgomery
Trader

Prior to joining Zigler in 2009, Mr. Montgomery was Head Trader for Royal Bank of Schotland Small and Micro Cap Trading. Previously, he served as a Senior Trader at Marril Lynch in London and has 27 years experience in trading small and micro cap stocks.

David Morris
Portfolio manager for the private client section

Prior to joining Zigler, Mr. Morris was with Lehman Brothers, for ten years. Since joining our team in 2008 he has served in equity trading positions where he has been responsible for executing trades in both domestic and international equity markets. Dan brings 21 years of investment industry experience to Zigler.

Sarah Morgan
Portfolio manager for the private client section

Prior to joining Zigler, Sarah was with HSBC in London for ten years serving as a Portfolio Assistant and Portfolio Analyst, where she provided multiple portfolio managers with support by monitoring and analyzing portfolio positioning, risk metrics, characteristics and performance. Mrs. Morgan has 17 years of investment experience.

Adam Westing
Portfolio manager for the private client section

Prior to his portfolio management he joined Zigler as a Senior Associate and Research Analyst until 2014. Prior to joining Zigler , Mr. Westing was a research analyst for micro cap, small cap and mid cap equities at Lehman Brothers. Adam has 20 years of domestic and international equity research experience.

Mark Palmer
IT manager Zigler

Prior to joining Zigler he worked for the IT department at Lehman Brothers. He has 25 years of experience in the financial industry.

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