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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CastleArk Management LLC | Principal | Jul 2021 to Present | — |
| BMO Global Asset Management U.S. | Director-Institutional Business Development | Jan 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 Management | Jun 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 Funds | Feb 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 Partners | Associate Director-Portfolio Assistant | Jan 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 Lynch | Intern | May 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
Others at Castleark Management LLC (15)
| Name | Role | Location |
|---|---|---|
| Principal and Portfolio Manager | Chicago, IL , United States | |
| Research Analyst | Chicago, IL , United States | |
B Brandy Hamilton | Senior Trader | Chesterton, IN , United States |
D Daniel Becker | Principal, Co-Chief Investment Officer | Chicago, IL , United States |
| Senior Analyst | Chicago, IL , United States | |
G Grover Cole | Analyst | Chicago, IL , United States |
J Jim Stark | Portfolio Manager - Small Cap Growth | Chicago, IL , United States |
K Kain Cederberg | Head Of Trading | Chicago, IL , United States |
| Analyst | Chicago, IL , United States | |
| Principal and Portfolio Manager | IL , United States |