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Kevin Mahn

Kevin Mahn

President and Chief Investment Officer - Hennion and Walsh Asset Management at Hennion & Walsh Asset Management, Inc.

Parsippany-Troy Hills, NJ , United States

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

OrganizationRoleDate RangeDetails
Hennion & WalshPresident and Chief Investment Officer - Hennion and Walsh Asset ManagementJan 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 BrothersSenior Vice PresidentJan 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

Mutual Funds
Asset Allocation
ETFs
Asset Management
Wealth Management
Portfolio Management
Investments
Financial Advisory
Structured Products
Securities
Fixed Income
Strategic Financial Planning
Finance
Series 7
Equities
Financial Services
Asset Managment
Unit Investment Trusts
Bonds
Financial Risk
Closed-end Funds
Stocks
Investment Strategies
Trading
Financial Markets
Derivatives
Retirement Planning
Risk Management
Equity Research
Morningstar
Bloomberg
Economics
Investment Advisory
Leadership
Closed End Funds
Microsoft Office
Microsoft Excel
Customer Service
Financial Analysis
Project Management

Others at Hennion & Walsh Asset Management, Inc. (15)

NameRoleLocation
Justin Bischer
Justin Bischer
Investment AssociateRockaway, NJ , United States
K
Ken Rubin
Vice President-InvestmentsDelray Beach, FL , United States
Paul Mastrobuoni
Paul Mastrobuoni
TraderParsippany-Troy Hills, NJ , United States
Richard Hennion
Richard Hennion
PartnerParsippany-Troy Hills, NJ , United States
Sebastian Cross
Sebastian Cross
Investment AssociateRandolph, NJ , United States
Stephen Mensah Jr.
Stephen Mensah Jr.
Senior Investment AssociateIrvington, NJ , United States
William Walsh
William Walsh
PartnerParsippany-Troy Hills, NJ , United States
Ian Longsworth
Ian Longsworth
Investment AssociateUnited States
James Freda
James Freda
Investment AssociateUnited States
Joe Carico
Joe Carico
Investment AssociateWest Palm Beach, FL , United States
Showing 1-10 of 15 team members

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