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August 2021 Foundations - Part 2
'Portfolio Engineering' with Kenny Gatliff

Aug 26, 2021 12:00 PM in Arizona

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Kenny Gatlif
Portfolio Manager
Kenny specializes in the behind-the-scenes work of constructing and managing the investment portfolios for all of Keystone’s clients. Kenny brings a wealth of knowledge and experience from serving as the Director of Portfolio Management for a large investment management company for three years, as well as working within the portfolio management department for over 10 years prior to joining the Keystone team. While holding a series 65 designation, Kenny has passed all levels of the CFA exam allowing him to hold the Chartered Financial Analyst (CFA®) designation.