Kevin Knowles, Cfa
About Kevin Knowles, Cfa
Kevin Knowles, CFA, serves as the Senior Director of Personalized Solutions at Russell Investments and has been an Executive Committee Member at the Defined Contribution Institutional Investment Association (DCIIA) since 2018. He holds a BBA in Finance and Math from Loyola University Maryland and has a background in real estate from NYU School of Professional Studies.
Work at Russell Investments
Kevin Knowles serves as the Senior Director of Personalized Solutions at Russell Investments. He has held this position since 2013, accumulating over 11 years of experience in developing tailored investment strategies. His role involves specializing in personalized solutions and direct indexing, which focuses on customizing investment approaches to meet individual client needs.
Role at Defined Contribution Institutional Investment Association (DCIIA)
Since 2018, Kevin Knowles has been an Executive Committee Member at the Defined Contribution Institutional Investment Association (DCIIA). In this capacity, he contributes to the establishment of industry standards and practices, playing a significant role in shaping policies that impact defined contribution plans.
Education and Expertise
Kevin Knowles holds a Bachelor of Business Administration (BBA) in Finance and Mathematics from Loyola University Maryland, where he studied from 2003 to 2007. He also has a background in real estate, having studied at NYU School of Professional Studies. Additionally, he holds FINRA Series 7 and 66 licenses, which affirm his expertise in securities and investment advisory.
Previous Experience at Allianz Global Investors
Before joining Russell Investments, Kevin Knowles worked at Allianz Global Investors as a Product Manager and Research Analyst in Multi-Asset strategies. His tenure there lasted from 2007 to 2013, during which he gained valuable experience in asset management and investment research.
Background
Kevin Knowles completed his early education at Fordham Preparatory School. His academic journey laid a strong foundation in finance and mathematics, which he has built upon throughout his professional career in investment management.