Hartford Funds
Kevin Bales, CFA, currently serves as a Client Portfolio Manager for Systematic ETFs at Hartford Funds since May 2023. Previously, Kevin held the position of Associate Portfolio Manager at Victory Capital from August 2020 to April 2023, overseeing a portfolio within the VictoryShares and Multi-Asset Solutions team, which managed $65.0 billion in assets. Prior experience includes roles as a Senior Wealth Advisor at Strategic Wealth Partners, where Kevin managed high net-worth clients, and as a Portfolio Strategist at Victory Capital, focusing on business strategy for ETFs. Earlier in Kevin's career, roles included Director of Research at Clearstead and Research Analyst at PNC, specializing in due diligence and investment strategies. Kevin Bales earned an MBA in Finance from John Carroll University and a BA in Finance from Cleveland State University.
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Hartford Funds
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At Hartford Funds, we think differently about money management. Because as much as fund companies and asset managers would like our business to be all about the numbers, it's not. It's about much more. It's about investors. It's about advisors. It’s a...