Kevin Bales
Client Portfolio Manager – Systematic ETFs
- Role
- Client Portfolio Manager Systematic Etfs at Hartford Funds
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Kevin Bales
Dynamic investment professional with extensive experience in operating an investment franchise, developing and positioning investment strategies, client service and business development, manager research, asset allocation and model development with progressive leadership positions. Successfully developed and executed business strategy to grow revenue.
Experience
Client Portfolio Manager Systematic Etfs
May 2023 — Present
Education
John Carroll University
MBA, Finance
Cleveland State University
BA, Finance
Skills
- Capital Markets
- Due Diligence
- Asset Allocation
- Mutual Funds
- Investments
- Equities
- Financial Modeling
- Etfs
- Asset Management
- Investment Management
- Alternative Investments
- Financial Analysis
- Portfolio Management
- Bloomberg
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