Investment Strategies

Kevin Shultz, CFA

Director, Markets and Portfolios

Kevin Shultz, CFA

About

Kevin leads the economic, market and portfolio-related client communications. He authors NISA’s economic overviews and assists with benchmark design and portfolio transitions to meet client objectives, and participates in NISA’s investment committee meetings.

Prior to joining NISA in 2011, he worked at Edward Jones Investments and Group One Trading, LP. He was also an English teacher in Central Europe and Asia.

Kevin earned a B.S. in finance and international studies from Indiana University-Bloomington.

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