Meet Kevin Bellis, CFA®

Portfolio Manager

Title:
Portfolio Manager
Team:
Investment Team
Experience at CCMG:
10 Years
Industry Experience:
13 Years

Kevin assists in the implementation of the Navigator® Tactical Fixed Income Fund’s trading strategy. He is also a member of the firm’s Cross Asset Management Team, a select group of portfolio managers dedicated to creating multi-asset class solutions in an effort to deliver successful outcomes to investors. Kevin utilizes a quantitative approach trading municipal bonds, Treasury futures, futures options, mutual funds, ETFs, and synthetic credit products. He is a graduate of Penn State University with a degree in Finance. Kevin is a CFA® charterholder and a member of the CFA Society of Philadelphia.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Favorite Book
The Pillars of the Earth by Ken Follett
Personal Achievement
Just ran my first marathon this year.
Hobbies and Passions
Love to cook and started at a young age. I had a griddle, microwave, and mini refrigerator in my bedroom closet growing up so that I could cook my own meals!

Insights by Kevin

Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.

You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.