Kirk Ludwig

Director of Institutional Investment Management & Senior Advisor at SJS Investment Services

Kirk has been involved in the investment industry for 20+ years. Since 2004, he has been Director of Institutional Investment Management at SJS, where he serves as a portfolio manager and advisor for the firm’s institutional and public entity clients. Kirk also brings his specialization in fixed income to the SJS Investment Committee.

In the early 1990s, he began his career in institutional fixed income sales at Kidder, Peabody & Co., working with public entities and serving middle markets in the Midwest. After seven years in institutional sales, Kirk moved into the role of Portfolio Manager for the Institutional Asset Management division at Sky Trust, N.A. Specializing in fixed-income strategies, he created their short-duration portfolio program to serve the public fund sector.

He holds the Certified Fixed Income Practitioner (CFIP) designation, as well as the Accredited Investment Fiduciary (AIF®) designation.

Kirk studied Business Administration at the University of Toledo, and completed his Bachelor of Science requirements with the University of Phoenix.

Kirk serves as a board member for Courageous Community Services, and on the Student Advisory Panel for the Fixed Income Academy.

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Timeline

  • Director of Institutional Investment Management & Senior Advisor

    Current role