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Kevin Gergits

Kevin Gergits

Principal at Castleark Management LLC

Chicago, IL , United States

About

Kevin Gergits is Principal at CastleArk Management LLC in Chicago, responsible for leading business development and consultant relations since joining the firm in 2021. In this capacity, he focuses on expanding institutional client relationships and supporting the firm's investment teams across growth equity strategies, which include large cap growth, small cap growth, SMID growth, international equity, and global energy sectors.

Prior to CastleArk, Kevin held senior roles at BMO Global Asset Management U.S., serving as Director of Institutional Business Development and Director of Client Relationship Management for a combined fourteen years where he specialized in institutional sales and client service within public equity, fixed income, and multi-asset class solutions. Earlier, he began his investment career at Brinson Partners/UBS Global Asset Management, focusing on client relationship management, deepening his expertise in institutional asset management.

Kevin earned his Bachelor of Science in Business Administration with a concentration in Finance from Eastern Illinois University, and a Master of Business Administration in Financial Analysis from DePaul University's Kellstadt Graduate School of Business. His deep background in business development and client relations for institutional asset managers highlights his contributions to growing investment platforms and building strong industry relationships.

Career History

OrganizationRoleDate RangeDetails
CastleArk Management LLCPrincipalJul 2021 to Present
BMO Global Asset Management U.S.Director-Institutional Business DevelopmentJan 2017 to Jun 2021
Responsible for institutional sales across all plan types, with an emphasis in the Midwest (Great Lakes) region. Provide a solutions based approach to my prospect base by representing all BMO Asset Ma...
BMO Global Asset Management U.S.Director-Client Relationship ManagementJun 2007 to Jan 2017
Client Relationship Management Group Responsible for institutional client relationships across all plan types, with an emphasis in the Midwest region. Proactively maintain a dialogue with all clients ...
UBS Global Asset Management (formerly Brinson Partners)Director and Public FundsFeb 2001 to May 2007
Business Development/Client Relationship Management Group Provided service and relationship management to the firm's clients, maintaining a regular dialogue with clients regarding their investment obj...
Brinson PartnersAssociate Director-Portfolio AssistantJan 1998 to Jan 2001
The second point of contact on all client related requests. Implemented, monitored, and rebalanced client portfolios in accordance with firm wide strategies, adjusting for specific client objectives a...
Merrill LynchInternMay 1994 to Aug 1994
Reported financial statement analysis to high net worth individuals. Applied in house software applications to continuously update client databases. Assisted in the preparation of marketing materials ...

Education

Eastern Illinois University

Bachelor of Science, Business Administration; Finance

1995 1997

Marist High School (Chicago)

1989 1993

DePaul University - Charles H. Kellstadt Graduate School of Business

Masters, Business Administration; Financial Analysis

Skills & Expertise

Leadership
Management
Public Relations
Social Media
Relationship Management
Research
Banking
Institutional Sales
Global Asset Management
Institutional
Investment Management

Others at Castleark Management LLC (15)

NameRoleLocation
Ajoy Reddi
Ajoy Reddi
Principal and Portfolio ManagerChicago, IL , United States
Anthony Kies
Anthony Kies
Research AnalystChicago, IL , United States
B
Brandy Hamilton
Senior TraderChesterton, IN , United States
D
Daniel Becker
Principal, Co-Chief Investment OfficerChicago, IL , United States
Dillon Hoover
Dillon Hoover
Senior AnalystChicago, IL , United States
G
Grover Cole
AnalystChicago, IL , United States
J
Jim Stark
Portfolio Manager - Small Cap GrowthChicago, IL , United States
K
Kain Cederberg
Head Of TradingChicago, IL , United States
Lina Ciamei
Lina Ciamei
AnalystChicago, IL , United States
Quentin Ostrowski
Quentin Ostrowski
Principal and Portfolio ManagerIL , United States
Showing 1-10 of 15 team members