Profil
Mr. Kevin T.
Gade is a Chief Operating Officer, Portfolio Manager & Principal at Bahl & Gaynor, Inc. Mr. Gade works primarily with institutional clients along with select high net worth relationships.
He travels regularly to support the firm’s national platform business.
Prior to his role as Portfolio Manager, he served as a Portfolio Analyst at Bahl & Gaynor after joining the firm full-time in 2016.
Mr. Gade also worked as a Co-Op at the firm while pursuing his undergraduate degree.
Prior to his full-time position at Bahl & Gaynor, he worked within Citi’s Markets and Securities Services group (Analyst).
He received his Bachelor of Business Administration major in Finance & Business Economics degree from the University of Cincinnati (Ohio).
Mr. Gade is also a CFA charterholder and CFP professional.
Aktive Positionen von Kevin Thomas Gade
| Unternehmen | Position | Beginn |
|---|---|---|
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Geschäftsführer | 01.04.2022 |
Ehemalige bekannte Positionen von Kevin Thomas Gade
| Unternehmen | Position | Ende |
|---|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 01.07.2016 |
Ausbildung von Kevin Thomas Gade
| University of Cincinnati (Ohio) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
