Experienced financial professional driving optimal performance through strategic analysis and comprehensive market insights.
As the Director of Investment Research, Kent leads a dedicated team responsible for researching, selecting and monitoring investment strategies for clients. This team is also responsible for investment risk management and performance attribution analysis. Kent performs fixed income mutual fund manager due diligence for emerging markets, high-yield, bank loans, core plus bond, global bond and nontraditional/multi-sector bond funds.
Experience
- Started working in finance in 1998
- Chartered Financial Analyst (CFA)
- Received his Master of Science in Finance from the University of Wisconsin – Milwaukee and graduated cum laude with a Bachelor of Science in Physics and Mathematics from Carroll University
- Joined Johnson Financial Group in 2016
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- CFA Society of Milwaukee member