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Kevin Bales, CFA

Associate Portfolio Manager

Kevin Bales

Kevin Bales is an Associate Portfolio Manager for the VictoryShares and Solutions team. In this role he is focused on the continued growth of the firm’s rules-based and custom investment solutions. Mr. Bales contributes to the research and development process for our rules-based and custom solutions offerings, including our indexes and model portfolios. He supports both retail and institutional investors and clients by providing education and insights on topics such as strategic beta, asset allocation and factor-based investing.

Mr. Bales joined Victory in 2018 and has 14 years of investment experience. Prior to becoming a member of the VictoryShares and Solutions team, he was a director in the Manager Research Department of Hartland & Co., an institutional and HNW consulting organization.

Mr. Bales holds a B.A. in finance from Cleveland State University and earned his M.B.A. in finance from John Carroll University. He also holds the Chartered Financial Analyst® designation.

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