Short Term Income
Portfolio Managers
Senior Credit Analyst, Portfolio Manager
Kevin came to WCM in 2002 as lead credit analyst, focusing specifically on corporate spread products for all industries. He is currently responsible for total return trade idea generation, buy/hold/sell relative value analysis, industry analysis, and trading. Kevin also manages the firm’s Short Term Income Strategy. In addition, Kevin assists the real estate group with credit evaluation of current and potential tenants.
Kevin graduated from the University of Portland with a degree in finance in 1993 and went to work for the Oregon Mutual Insurance Company in McMinnville, Oregon, as a financial systems and marketing analyst. In 1996, he joined GE Capital (now Genworth) in Seattle, Washington, as a financial analyst and ultimately as an investment grade corporate credit analyst with lead responsibility for the oil and gas, chemical, and healthcare sectors. While at GE, Kevin achieved the black belt designation for the firm’s Six Sigma Quality Program.
Kevin earned the right to use the Chartered Financial Analyst designation in 2001 and is a member of the CFA Society of Seattle.
In his spare time, Kevin enjoys spending time with his family, golfing, kayaking, and cycling. Close Bio
Vice President, Fixed Income Manager
Michael is the fixed income portfolio manager for the company. He has over 20 years of investment experience. Michael’s extensive fixed income portfolio management experience includes the direct responsibility for investing $26 billion at General Electric Financial Assurance and $8 billion at the State of Alaska. Michael’s investment strengths include global economic and capital markets analysis as well as diverse investment exposure in all sectors of the bond market.
Michael received his BS degree from the University of Wisconsin-Green Bay and an MBA from Texas Christian University. He earned the right to use the Chartered Financial Analyst designation in 1988. He has served on the CFA candidate curriculum committee and has participated in the CFA candidate grading effort. Michael is a member of the CFA Society of Seattle. Close Bio
Strategy
Client portfolios managed with this strategy invest in fixed income instruments with maturities or average lives of 14 months or less. The strategy seeks current income consistent with low volatility and liquidity. Portfolios managed in this investment strategy are typically benchmarked to the Merrill Lynch 3 month U.S. Treasury Bill Index.
