Kevin Mahn
Kevin Mahn
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ABOUT
Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Currently serving as the President and Chief Investment Officer of Hennion & Walsh Asset Management, Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the portfolio creation and portfolio supervision of the various portfolio strategies within the SmartTrust® series of Unit Investment Trusts (UITs).
For more information on SmartTrust® UITs, please visit http://www.smarttrustuit.com.
Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds. The Funds were target-risk oriented "mutual funds of ETFs" ...More designed to track the Lipper Optimal Indices.
Mr. Mahn is the author of the quarterly “ETF and CEF Insights” and "Market Outlook" newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is a member of the Forbes Investor team and a frequent contributor to the Forbes Intelligent Investing blog and the Seeking Alpha website.
Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank, during his eleven year tenure with the Firm.
Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business.
Mr. Mahn was the recipient of the 2009 Institutional Investor Rising Stars of Mutual Funds Award.
Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in/on CBS News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, Business Week, New York Times, Wall Street Week, CNNMoney.com, Investment Advisor Magazine, SmartMoney, The Star-Ledger, The Daily Record, Reuters, Fund Action, The Street.com, CNBC.com, Fox Business.com, Dow Jones Newswires, MarketWatch, Ignites, Ticker Magazine, Money Management Executive, Daily Finance, Wall Street Transcript, Registered Rep., Financial Planning, International Business Times, Risk Magazine, ETF Radar Magazine, Structured Products Daily, Financial Times and Investment News.
For more information on SmartTrust® UITs, please visit http://www.smarttrustuit.com.
Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds. The Funds were target-risk oriented "mutual funds of ETFs" ...More designed to track the Lipper Optimal Indices.
Mr. Mahn is the author of the quarterly “ETF and CEF Insights” and "Market Outlook" newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is a member of the Forbes Investor team and a frequent contributor to the Forbes Intelligent Investing blog and the Seeking Alpha website.
Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank, during his eleven year tenure with the Firm.
Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business.
Mr. Mahn was the recipient of the 2009 Institutional Investor Rising Stars of Mutual Funds Award.
Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in/on CBS News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, Business Week, New York Times, Wall Street Week, CNNMoney.com, Investment Advisor Magazine, SmartMoney, The Star-Ledger, The Daily Record, Reuters, Fund Action, The Street.com, CNBC.com, Fox Business.com, Dow Jones Newswires, MarketWatch, Ignites, Ticker Magazine, Money Management Executive, Daily Finance, Wall Street Transcript, Registered Rep., Financial Planning, International Business Times, Risk Magazine, ETF Radar Magazine, Structured Products Daily, Financial Times and Investment News.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Daily
- Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Mutual funds, REITs, Retirement savings, Stocks - long
COMPANY
Hennion & Walsh Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh's ...More
heritage is being one of the nation's leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.
BLOG
Book
Exchange-Traded Funds: Conceptual and Practical Investment Approaches Most ETFs are still passively managed funds that track equity indexes. The newer ones, however, are increasingly complex, often focussing on narrow sub-sectors of the market, non-equity asset classes, or enhanced directional plays. Some allow investors to expand and fine-tune a traditional asset allocation ...More
based on core equity exposure; others, such as leveraged or inverse ETFs, are used to improve portfolio risk-adjusted performance.
As such, we must be aware that while ETFs may continue to offer the market valuable investment opportunities, just like with other financial products there are also distinct risks associated with these investments that need to be fully understood.
“What are they?” “How can they be used?” and “What do we need to know to protect ourselves before we invest?” are only a few of the many questions answered by this book.
To effectively wade into ETFs’ increasing complexity, this book opts for a multi-author approach. Gathering many experts gives the reader the benefit of exposure to all aspects of ETF features and use. Never before has this many expert opinions on ETFs been collected in one place.
This book incorporates practitioners’ perspectives on the challenges facing ETF investors as well as their insights on building ETF portfolios using the latest investment trends and strategies.
Topics covered range from the established to the most recent cutting-edge work, making this book a must-have, not only for professionals wanting to brush up on the fundamentals of ETFs, but also for those who are more advanced in their use of these financial products and are looking for an edge in an increasingly competitive market.
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