Meet Kevin Bellis, CFA®
Portfolio Manager
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.
Insights by Kevin
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