Kevin Bales, Cfa
About Kevin Bales, Cfa
Kevin Bales is an Associate Portfolio Manager at Victory Capital, where he has worked since 2020. He has extensive experience in investment strategy development and asset allocation, with a background that includes roles at Hartland, PNC Investments, and Strategic Wealth Partners.
Work at Victory Capital
Kevin Bales currently serves as the Associate Portfolio Manager for Victory Solutions at Victory Capital, a position he has held since 2020. In this role, he is responsible for managing investment portfolios and developing strategies to meet client needs. Prior to this, he worked as a Portfolio Strategist for VictoryShares and Solutions from 2018 to 2019. His tenure at Victory Capital reflects his commitment to asset management and investment strategy.
Education and Expertise
Kevin Bales is a CFA Charterholder, indicating his expertise in investment management and analysis. He holds a Bachelor of Arts in Finance from Cleveland State University and an MBA in Finance from John Carroll University. His educational background supports his extensive experience in developing investment strategies and conducting manager research.
Background
Before joining Victory Capital, Kevin Bales held several positions that contributed to his expertise in finance. He was the Director of Research Analyst at Hartland from 2012 to 2018, where he focused on asset allocation and investment strategy. He also worked as a Research Analyst at PNC Investments from 2010 to 2012 and as an Analyst at PNC Capital Advisors from 2006 to 2010. His career reflects a progressive trajectory in the finance sector.
Achievements
Throughout his career, Kevin Bales has successfully developed and executed business strategies aimed at revenue growth. His experience includes model development and a strong focus on client service and business development. His involvement in manager research and asset allocation has positioned him as a knowledgeable professional in the investment management field.