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KW

Kevoi Walters

Senior Investment Research and Planning Analyst at Bleakley Financial Group, LLC

Lincoln Park, NJ , United States

About

Kevoi L. Walters, CFA, is the Senior Planning & Investment Analyst at OnePoint BFG Wealth Partners in Lincoln Park, NJ, where he is responsible for leading investment research, strategic asset allocation, and portfolio construction for the firm's clients. He specializes in developing tailored investment solutions and advanced planning strategies, serving high-net-worth individuals and families with complex financial needs. Kevoi regularly analyzes equity and fixed income markets, with a particular focus on multi-asset portfolios and risk-adjusted investment strategies.

Prior to joining OnePoint BFG in 2012, Kevoi held progressive roles at Bleakley Financial Group, where he began as a Junior Analyst Intern before becoming an Investment Research Analyst. Through his career, he has demonstrated expertise in quantitative analysis, economic modeling, and the integration of research-driven insights into investment management. His analytical rigor supports the firm's capabilities in navigating diverse market sectors, including public equities, fixed income, and alternative investments.

Kevoi holds a Bachelor of Arts in Mathematics and Economics from Caldwell University and is a CFA® charterholder. His commitment to professional excellence and evidence-based investment practices has made him a key contributor to OnePoint BFG’s research team. He is recognized for his depth of technical proficiency and for reinforcing best practices in portfolio strategy within the wealth management industry.

Career History

OrganizationRoleDate RangeDetails
OnePoint BFG Wealth PartnersSenior Investment Research and Planning AnalystJun 2012 to Present
Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser. Third party posts found on this profile do not reflect the views...
Bleakley Financial GroupInvestment Research AnalystJun 2009 to Jun 2012
Bleakley Financial GroupJunior Analyst InternJun 2008 to May 2009

Education

Caldwell University

Bachelor of Arts (B.A.), Mathematics, Economics

2005 2009

Skills & Expertise

Investments
Microsoft Excel
Finance
Portfolio Management
Financial Modeling
Asset Management
Financial Analysis
Mutual Funds
Trading

Others at Bleakley Financial Group, LLC (12)

NameRoleLocation
Charles Young
Charles Young
Investment Research and Planning AnalystChatham, NJ , United States
Jon Betlow
Jon Betlow
PartnerFairfield, NJ , United States
M
Michael Axelrod
Managing PartnerNJ , United States
Skyler Schlesinger
Skyler Schlesinger
Senior Planning and Investment Analyst For Andy SchwartzNew York, NY , United States
Drew Besonson
Drew Besonson
PartnerMiami, FL , United States
Frank Lepore
Frank Lepore
PartnerFranklin Lakes, NJ , United States
Jesse Levitt
Jesse Levitt
Senior Planning and Investment AnalystNew York, NY , United States
Khagendra Kattel
Khagendra Kattel
Senior Investment Research and Planning AnalystNew York, NY , United States
Peter Boockvar
Peter Boockvar
Chief Investment OfficerNew York, NY , United States
Richard Wright
Richard Wright
PartnerParsippany-Troy Hills, NJ , United States
Showing 1-10 of 12 team members

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