Dede Kalt is a Lead Portfolio Strategist at CBIZ Investment Advisory Services, where she specializes in portfolio construction, manager research, cash flow modeling, and financial planning for a diverse range of clients, including individuals, corporations, and not-for-profits. Based in Cleveland, Ohio, Dede holds a Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner (CFP®), is a registered investment representative and has her Ohio Life License. She graduated cum laude with a Bachelor of Science in Finance and a minor in Accounting from the University of Dayton. Dede’s professional journey is marked by a strong educational foundation and a dedication to delivering tailored solutions with high touch service to her clients.