Our authors Kevin Mahn

Kevin Mahn is a leading expert in the investment management industry, currently serving as the President and Chief Investment Officer of Hennion & Walsh Asset Management. He also holds the position of Chief Investment Officer of SmartTrust UITs. Kevin specializes in investment and economic research, as well as portfolio management. He believes that a comprehensive approach to wealth management involves a plan that incorporates investing discipline, appropriate asset allocation, proper diversification, and continuous rebalancing. Kevin emphasizes that goals without plans are merely hopes, underscoring the importance of strategic planning in achieving financial success.

Education and Certifications

Kevin’s educational background includes a Bachelor of Arts in Business Administration from Muhlenberg College, earned in 1991, and a Master of Business Administration in Finance (Investments) from Fairleigh Dickinson University, completed in 1993. In 2015, the Silberman College of Business at FDU recognized his achievements with the “50 Under 50” award. Additionally, Kevin has passed the Finra Series 7, 24, and 66 tests, further solidifying his expertise in the field.

An accomplished author, Kevin writes the quarterly “CEF and ETF Insights” and “Market Outlook” newsletters. He also co-authored the book Exchange Traded Funds: Conceptual and Practical Investment Approaches (© 2009 Riskbooks). The Journal of Investing and The Journal of Index Investing have featured his articles. He is a regular contributor to Forbes, Talk Markets, and Seeking Alpha. Kevin’s insights have been sought by numerous media outlets. These outlets include CNBC, Fox Business News, CBS News, Fox News, The Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, The New York Times, Financial Times, USA Today, Bloomberg, Reuters, Yahoo! Finance, and Nasdaq.

Recent Media Appearances

December 17, 2024 – Bloomberg – Investors Need to Look Beyond Mag7
November 8, 2024 – CNBC – Market Record Highs
November 7, 2024 – Fox Business News – Market Expectations with Trump
October 30, 2024 – Yahoo Finance – Utilities are a ‘backdoor play’ into AI trade

Professional Associations and Memberships

Kevin is actively involved in professional organizations, currently serving on the Board of Directors of NICSA. He previously co-chaired the NICSA UIT Industry Committee, where he played a pivotal role in shaping industry standards and best practices. His exceptional contributions to the committee were recognized with the prestigious NICSA MVP Awards in both 2014 and 2016, highlighting his commitment to advancing the industry and supporting his peers. In addition to this recognition, he was honored with the Rising Stars of Mutual Funds Award by Institutional Investor in 2009, further showcasing his impact and promise in the financial services sector. His ongoing dedication to excellence and innovation continues to influence the mutual fund landscape.