Kevin Mahn

    • Media Contact:
      Anne Hveem
    • Member Type(s): Expert
    • Title:Chief Investment Officer
    • Organization:Hennion & Walsh Asset Management
    • Area of Expertise:ETFs, UITs, Portfolio Mgmt, Mkt Outlook

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My Expertise

    My Expertise

      Area(s) of expertise: ETFs, UITs, Portfolio Mgmt, Mkt Outlook
      Summary of expertise:
      Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs). Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds.

      Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank.

      Further areas of expertise include but are not limited to:
      Exchange-traded Funds (ETFs), Unit Investment Trusts (UITs), Closed-end Funds (CEFs), Market Commentary & Outlook, Asset Allocation, Diversification, Portfolio Management, Income Producing Strategies, Sustainable Impact Investing, Equities, REITs, Dividend Stocks, Energy sector and Alternative Investments.
      Blog/Web site:
      White paper/research:
      Books/articles published:
      Mr. Mahn is the author of the quarterly “ETF and CEF Insights” and "Market Outlook" newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is a member of the Forbes Investor team and a frequent contributor to the Forbes Intelligent Investing blog and the Seeking Alpha website.

      Mr. Mahn has also been published in the Spring 2015 edition of The Journal of Index Investing for a byline article entitled, “Fixed-Income Indexes and ETFs” and is scheduled to be published in the Summer 2016 edition of The Journal of Investing for a byline article entitled, “The Impact of Sustainable Investing Strategies.”

      Prior media experience:
      Interviews, as well as insights with, Mr. Mahn have appeared in/on CBS News, Fox News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, New York Times, Financial Times, USA Today, Bloomberg, Reuters, Yahoo Finance, Wall Street Week, Business Week, CNNMoney, SmartMoney, Investment News,, The Wall Street Transcript and MarketWatch.
      Educational background:
      Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business. In 2015, Mr. Mahn received the "50 Under 50" award, which recognizes College's top alumni business leaders from the Silberman College of Business at Fairleigh Dickinson University.
      Mr. Mahn also currently serves as Co-Chair of the NICSA UIT Industry Committee and won the 2014 NICSA MVP Award for his accomplishments in this role as well as the Rising Stars of Mutual Funds Award from Institutional Investor in 2009.

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