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Kevin Mahn
President and Chief Investment Officer - Hennion and Walsh Asset Management at Hennion & Walsh Asset Management, Inc.
About
Kevin Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management, where he oversees the firm’s wealth and asset management products and services, including the SmartTrust® series of Unit Investment Trusts. He leads the investment strategy for both individual and institutional portfolios, with a specific focus on diversified asset allocation, mutual funds of ETFs, income strategies, and sector rotation across U.S. and international equities, as well as fixed income instruments and closed-end funds.
With over three decades of experience, Mahn previously held senior management roles at Lehman Brothers—serving as Chief Administrative Officer of the High Net Worth Product and Services group and Chief Operating Officer of Lehman Brothers Bank. He is recognized for developing target-risk-oriented mutual funds and is a frequent contributor to financial media, journals, and thought leadership platforms including Forbes and Seeking Alpha.
Mahn holds an M.B.A. in Finance (Investments) from Fairleigh Dickinson University and a B.A. in Business Administration from Muhlenberg College. He is a recipient of the 50 Under 50 alumni award from Fairleigh Dickinson, has served as an adjunct professor, and contributes to industry advancement through board positions and leadership within NICSA’s UIT Industry Committee, earning accolades such as the NICSA MVP Award and the Rising Stars of Mutual Funds recognition.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hennion & Walsh | President and Chief Investment Officer - Hennion and Walsh Asset Management | Jan 2004 to Present | President and Chief Investment Officer (CIO) - Hennion & Walsh Asset Management
Portfolio Manager and Chief Investment Officer (CIO) - SmartTrust® Unit Investment Trusts |
| Lehman Brothers | Senior Vice President | Jan 1993 to Jan 2004 | Various senior management roles including, but not limited to, COO of Lehman Brothers Bank and CAO of Lehman Brothers High Net Worth Products & Services Division |
Education
Fairleigh Dickinson University
M.B.A., Finance (Investments)
1991 — 1993
Muhlenberg College
B.A., Business Administration
1987 — 1991
James Caldwell High School
1984 — 1987
Skills & Expertise
Others at Hennion & Walsh Asset Management, Inc. (15)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Rockaway, NJ , United States | |
K Ken Rubin | Vice President-Investments | Delray Beach, FL , United States |
| Trader | Parsippany-Troy Hills, NJ , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States | |
| Investment Associate | Randolph, NJ , United States | |
| Senior Investment Associate | Irvington, NJ , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States | |
| Investment Associate | United States | |
| Investment Associate | United States | |
| Investment Associate | West Palm Beach, FL , United States |
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| Managing Director & Partner; Director of Investment Research & Corporate Development | Advisors Capital Management, LLC | Ridgewood, NJ , United States |