Portfolio Manager, Senior Associate
Kevin is a Portfolio Manager at Wellspring, joining the firm in 2022. He is responsible for performing due diligence on public and private investment managers and overseeing investment managers recommended in client portfolios. Kevin’s background in analyzing market factors that influence asset allocation decisions help support the firm's quantitative and qualitative approach to the portfolio construction process.
Prior to joining Wellspring, Kevin spent more than four years at Hamilton Capital in Columbus, Ohio contributing to client portfolios by covering a variety of asset classes including European equities, U.S. Treasuries, and commodities. Prior to Hamilton Capital, he was an Analyst at JP Morgan Chase.
Kevin is a graduate of Ohio University where he earned his Bachelor of Business Administration with a concentration in Finance and Investments. He passed the first two levels of the CFA® exam and plans to sit for Level III.
November 17, 2022
Asset Class Performance & Investing Through Economic Regimes
October 13, 2022
Wellspring Investment Outlook - 4Q'22