Kenneth Bordes
Investment Analyst
Kenneth is an Investment Analyst in Segal Marco Advisors’ Chicago office. He is responsible for supporting the firm’s Defined Contribution and Custody research efforts. He interfaces with best-in-class investment managers and custody service providers to develop knowledge and tools that assist consultants in addressing the challenges their clients are experiencing in their retirement programs
Prior to joining Segal Marco Advisors, Kenneth worked in the institutional asset servicing and retirement plan administration industries. He collaborated with internal stakeholders in investment operations as well as with external data providers and client investment professionals to generate detailed monthly financial reports on the portfolio, holdings and performance of registered mutual funds. His background also includes work as a retirement plan representative assisting participants with administering their DB and DC retirement accounts.
Kenneth graduated magna cum laude from the University of Wisconsin-Platteville where he earned his BS in Business Administration with an emphasis in Finance. He also served as President of the Pioneer Investment Club, a campus organization that provides asset allocation and public equity research on behalf of the University Endowment Fund.
Read insights from Kenneth
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Contact Kenneth
Leadership
Kenneth Bordes
Investment Analyst
Kenneth is an Investment Analyst in Segal Marco Advisors’ Chicago office. He is responsible for supporting the firm’s Defined Contribution and Custody research efforts. He interfaces with best-in-class investment managers and custody service providers to develop knowledge and tools that assist consultants in addressing the challenges their clients are experiencing in their retirement programs
Prior to joining Segal Marco Advisors, Kenneth worked in the institutional asset servicing and retirement plan administration industries. He collaborated with internal stakeholders in investment operations as well as with external data providers and client investment professionals to generate detailed monthly financial reports on the portfolio, holdings and performance of registered mutual funds. His background also includes work as a retirement plan representative assisting participants with administering their DB and DC retirement accounts.
Kenneth graduated magna cum laude from the University of Wisconsin-Platteville where he earned his BS in Business Administration with an emphasis in Finance. He also served as President of the Pioneer Investment Club, a campus organization that provides asset allocation and public equity research on behalf of the University Endowment Fund.
Read insights from Kenneth
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Contact Kenneth
Leadership
Kenneth Bordes
Investment Analyst
Contact Kenneth
Kenneth is an Investment Analyst in Segal Marco Advisors’ Chicago office. He is responsible for supporting the firm’s Defined Contribution and Custody research efforts. He interfaces with best-in-class investment managers and custody service providers to develop knowledge and tools that assist consultants in addressing the challenges their clients are experiencing in their retirement programs
Prior to joining Segal Marco Advisors, Kenneth worked in the institutional asset servicing and retirement plan administration industries. He collaborated with internal stakeholders in investment operations as well as with external data providers and client investment professionals to generate detailed monthly financial reports on the portfolio, holdings and performance of registered mutual funds. His background also includes work as a retirement plan representative assisting participants with administering their DB and DC retirement accounts.
Kenneth graduated magna cum laude from the University of Wisconsin-Platteville where he earned his BS in Business Administration with an emphasis in Finance. He also served as President of the Pioneer Investment Club, a campus organization that provides asset allocation and public equity research on behalf of the University Endowment Fund.
Read insights from Kenneth
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Leadership
Kenneth Bordes
Investment Analyst
Contact Kenneth
Kenneth is an Investment Analyst in Segal Marco Advisors’ Chicago office. He is responsible for supporting the firm’s Defined Contribution and Custody research efforts. He interfaces with best-in-class investment managers and custody service providers to develop knowledge and tools that assist consultants in addressing the challenges their clients are experiencing in their retirement programs
Prior to joining Segal Marco Advisors, Kenneth worked in the institutional asset servicing and retirement plan administration industries. He collaborated with internal stakeholders in investment operations as well as with external data providers and client investment professionals to generate detailed monthly financial reports on the portfolio, holdings and performance of registered mutual funds. His background also includes work as a retirement plan representative assisting participants with administering their DB and DC retirement accounts.
Kenneth graduated magna cum laude from the University of Wisconsin-Platteville where he earned his BS in Business Administration with an emphasis in Finance. He also served as President of the Pioneer Investment Club, a campus organization that provides asset allocation and public equity research on behalf of the University Endowment Fund.
Read insights from Kenneth
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Leadership
Kenneth Bordes
Investment Analyst
Contact Kenneth
Kenneth is an Investment Analyst in Segal Marco Advisors’ Chicago office. He is responsible for supporting the firm’s Defined Contribution and Custody research efforts. He interfaces with best-in-class investment managers and custody service providers to develop knowledge and tools that assist consultants in addressing the challenges their clients are experiencing in their retirement programs
Prior to joining Segal Marco Advisors, Kenneth worked in the institutional asset servicing and retirement plan administration industries. He collaborated with internal stakeholders in investment operations as well as with external data providers and client investment professionals to generate detailed monthly financial reports on the portfolio, holdings and performance of registered mutual funds. His background also includes work as a retirement plan representative assisting participants with administering their DB and DC retirement accounts.
Kenneth graduated magna cum laude from the University of Wisconsin-Platteville where he earned his BS in Business Administration with an emphasis in Finance. He also served as President of the Pioneer Investment Club, a campus organization that provides asset allocation and public equity research on behalf of the University Endowment Fund.
Read insights from Kenneth
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
