Kevin Mathews Email and Phone Number
I have two decades of success as a global investment management executive with extensive fixed-income experience in high yield and distressed securities. I have been responsible for establishing global strategies and constructing portfolios for pooled products, mutual funds, and institutional-managed accounts. I served as Head of High Yield for some of the world's largest global asset and investment management firms.Launching new offices in New York and London for firms, I capitalized on my ability to generate clients in new markets for global investors, building consistency and powerful ROIs. Experienced in leading change to achieve aggressive goals, I have a proven history of transforming stagnant portfolios, stepping in to revive and rebuild firms following poor performance or market conditions. I have successfully delivered exponential asset growth, inheriting an under-diversified $25M portfolio and growing it to a $1.5B fund.An executive board member of credit management and strategy teams, I've spent much of my career influencing and aligning stakeholders to drive transformation and advance aggressive plans. I cut my teeth in high yield work early in my career, quickly advancing into VP leadership roles in Securities and Portfolio Management for companies such as Southmark Corporation, Van Kampen Investments, and ING Investments, managing multibillion-dollar portfolios.With an MBA from Drake University and a BS in Finance from the University of Illinois, I am a lifelong learner and continue to advance my education by completing CFP Coursework at Northwestern University.Connect with me via LinkedIn messaging. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Rbc Wealth Management
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Fixed Income Portfolio ManagerRbc Wealth ManagementChicago, Il, Us
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Financial Advisor And Fixed Income Portfolio ManagerRbc Wealth Management Jan 2023 - PresentToronto, Ontario, Ca
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Fixed Income ConsultantConsulting & Trading Jun 2021 - Dec 2022Providing effective consultant services for financial advisors on fixed-income strategies for high-net-worth clients. • Guide advisors in security selection, investment process management, and strategies to strengthen outcomes• Construct portfolios appropriate for individual client risk tolerances and income requirements• Conduct portfolio reviews and make recommendations for changes to industry, rating, and duration
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Global Head Of High Yield • High Yield Portfolio ManagerAviva Investors Aug 2014 - May 2021London, England, GbGlobal Head of a High Yield Portfolio Management Team, responsible for $6B in Assets Under Management (AUM). Governed all high yield investment decisions in funds and separate accounts and drove returns, reduced risk and volatility, and increased AUM. Spearheaded credit strategy, team meetings, and credit round table discussions and supported the business development team in building and executing growth strategies.• Led a team of five senior and junior portfolio managers and administrative assistants• Coordinated workflow for a 28-member global credit analyst team, setting coverage for new issues and secondary trading• Grew Aviva AUM 400% to $6B+ (peak), delivered lower risk-volatility and matched benchmark returns, outperforming peers by 50bps• Served as Executive Member of the Aviva Credit Management Team and Fixed Income Representative on the Aviva Investors Americas board -
Head Of Us High Yield • High Yield Portfolio ManagerAbrdn Mar 2011 - Jul 2014Edinburgh, Scotland, GbLaunched a new office in Manhattan for the firm, catering primarily to Western European clients and global funds, serving as High Yield Bond Portfolio Manager for Scottish Widows Investment Partnership (SWIP) US High yield mandates. Inherited a previously outsourced, underperforming fund; transformed the fund by consolidating and repositioning holdings. • Established the staff; supervised three senior US high yield credit analysts responsible for US high yield credits in US and European fixed-income funds, building a powerful team to run the fund globally and manage a trader• Doubled assets from $1B to $2.1B+ after inheriting an externally managed US High yield fund, revitalized to benchmark outperformer (158bps per annum) from a bottom quartile performer• Created a global high yield investment process for use by US and European teams and set priorities for research staff• Presented portfolio investment process, performance, and team to prospective clients• Established SWIP’s North American presence by launching US High yield Desk in NYC, which entailed:o Sourcing and hiring talent and coordinating portfolio management/research and trading functionso Developing and maintaining global trading and order process for traders based in Edinburgh, Scotland -
Head Of Global High Yield • High Yield Portfolio ManagerF&C Asset Management Plc Jan 2004 - Mar 2011Hired to establish a high-performing global fund with US and European assets, overseeing F&C Asset Management (acquired by BMO) European and US High yield mandates. An active member of the aggregate and credit strategy committees for all investments in global high yield securities. • Accelerated asset growth from $100M to $1B+ during tenure• Built and established the strategy and priorities for an 8-member team of senior portfolio managers and analysts responsible for global high yield and UK retail funds• Introduced and implemented a new structure and systems for portfolio management to provide more timely and valuable data for investment decisions and portfolio management, allowing real-time monitoring • Outperformed goals during the 2007 – 2008 financial crisis, eventually facilitating 10x growth in AUM by integrating two internal investment team processes and leading the global high yield research and portfolio management teams• Performance exceeded the global high yield index by 112 bps per annum• Responsible for analyzing debt obligations of US and European corporations, evaluating companies to determine suitability for investment based on fundamental, technical, and valuation analysis• Oversaw ongoing exposure and adjusted asset allocations based on credit quality, duration, and industry concentration -
High Yield Portfolio ManagerGulf International Bank Mar 2002 - Jan 2004الخزامي, الشرقية, SaManaged mutual funds and segregated accounts with a leadership role over the timing and execution of changes in portfolio strategy. Responsible for monthly fund performance reporting and quarterly reports to the Board of Directors. Delivered marketing presentations and provided regular client performance and market updates. Grew and managed assets of $800M+, overseeing growth for primarily Middle Eastern and European-based clients• Managed two CBOs, leading the team to nurture funds back to health, ensuring original investors were made whole• Delivered a $1M profit trading the bank’s capital -
Senior Vice President • Senior Portfolio ManagerIng 1995 - 2000Amsterdam, North Holland, Nl• Rebuilt the organization to accelerate performance and asset growth, increasing $25M in assets to $1.5B AUMPrevious roles held include:VICE PRESIDENT – SENIOR PORTFOLIO MANAGER, Van Kampen Investments, Oakbrook Terrace, IL • Managed and grew an open-end US high yield fund, two leveraged closed-end funds, and variable annuity accounts, driving AUM from $25M to $800M VICE PRESIDENT – SECURITIES RESEARCH, Southmark Corporation, Dallas, TX• Fixed income credit analyst for a US high yield portfolio with assets over $1B and money market portfolio manager INVESTMENT OFFICER, FUNDS MANAGEMENT DEPT., Texas Federal Savings & Loan, Dallas, TX• Started a Mortgage-backed securities financing, management, and trading desk
Kevin Mathews Education Details
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University Of Illinois Urbana-ChampaignFinance -
Drake UniversityFinance
Frequently Asked Questions about Kevin Mathews
What company does Kevin Mathews work for?
Kevin Mathews works for Rbc Wealth Management
What is Kevin Mathews's role at the current company?
Kevin Mathews's current role is Fixed Income Portfolio Manager.
What schools did Kevin Mathews attend?
Kevin Mathews attended University Of Illinois Urbana-Champaign, Drake University.
Who are Kevin Mathews's colleagues?
Kevin Mathews's colleagues are Katherine Wentzell Mba, Cfp®, Pfp®, Cim®, Andrew Gustafson, Cfp®, Awma®, Sebastian Olivares Toussaint, Nick Sahm, Crps™, Patrick Mcgraw, Daniel Vera Morales, Mok Kar Poh (Mo Jiabao).
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