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Kevoi Walters
Senior Investment Research and Planning Analyst at Bleakley Financial Group, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| OnePoint BFG Wealth Partners | Senior Investment Research and Planning Analyst | Jun 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 Group | Investment Research Analyst | Jun 2009 to Jun 2012 | — |
| Bleakley Financial Group | Junior Analyst Intern | Jun 2008 to May 2009 | — |
Education
Caldwell University
Bachelor of Arts (B.A.), Mathematics, Economics
2005 — 2009
Skills & Expertise
Others at Bleakley Financial Group, LLC (12)
| Name | Role | Location |
|---|---|---|
| Investment Research and Planning Analyst | Chatham, NJ , United States | |
| Partner | Fairfield, NJ , United States | |
M Michael Axelrod | Managing Partner | NJ , United States |
| Senior Planning and Investment Analyst For Andy Schwartz | New York, NY , United States | |
| Partner | Miami, FL , United States | |
| Partner | Franklin Lakes, NJ , United States | |
| Senior Planning and Investment Analyst | New York, NY , United States | |
| Senior Investment Research and Planning Analyst | New York, NY , United States | |
| Chief Investment Officer | New York, NY , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States |
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| Partner | Circle Wealth Management, LLC | NJ , United States | |
| Managing Partner | Circle Wealth Management, LLC | New York, NY , United States | |
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K Ken Rubin | Vice President-Investments | Hennion & Walsh Asset Management, Inc. | Delray Beach, FL , United States |