Kevin Mathews

About Kevin Mathews

I have two decades of success as a global investment management executive with extensive fixed-income experience in high yield and distressed securities. I have been responsible for establishing global strategies and constructing portfolios for pooled products, mutual funds, and institutional-managed accounts. I served as Head of High Yield for some of the world\'s largest global asset and investment management firms.Launching new offices in New York and London for firms, I capitalized on my ability to generate clients in new markets for global investors, building consistency and powerful ROIs. Experienced in leading change to achieve aggressive goals, I have a proven history of transforming stagnant portfolios, stepping in to revive and rebuild firms following poor performance or market conditions. I have successfully delivered exponential asset growth, inheriting an under-diversified $25M portfolio and growing it to a $1.5B fund.An executive board member of credit management and strategy teams, I\'ve spent much of my career influencing and aligning stakeholders to drive transformation and advance aggressive plans. I cut my teeth in high yield work early in my career, quickly advancing into VP leadership roles in Securities and Portfolio Management for companies such as Southmark Corporation, Van Kampen Investments, and ING Investments, managing multibillion-dollar portfolios.With an MBA from Drake University and a BS in Finance from the University of Illinois, I am a lifelong learner and continue to advance my education by completing CFP Coursework at Northwestern University.Connect with me via LinkedIn messaging. Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Experience

1. Financial Advisor and Fixed Income Portfolio Manager

   RBC Wealth Management

   Jan 2023 — Present · Lake Forest, IL, US

   Manage assets and advise high net worth clients by assessing their investment needs, select suitable investments, and execute transactions in high volume practice. Key decision maker for asset allocation and specific fixed income asset class exposure.• Work in a partnership to manage the fixed income assets of families in the practice• Engage with clients to assess their risk tolerance and construct portfolios appropriate for each client’s goals• Create financial plans to determine probability of success given each clients assets, income, spending, and goals• Established fixed income as a key element of the portfolio construction process in the practice• Diversified credit exposure to appropriate levels for each client• Achieved greater total returns for clients through positive credit selection and cost savings

Education

• Drake University

  Master of Business Administration - MBA, Finance

• University of Illinois Urbana-Champaign

  Bachelor of Science - BS, Finance

Skills

• Investment Management
• Bloomberg
• Derivatives
• Asset Management
• Trading
• Asset Allocation
• Mutual Funds
• Asset Managment
• Valuation
• Financial Modeling
• Bonds
• Fixed Income
• High Yield
• Investments
• Portfolio Management
• Investment Strategies