Profil
Mr. Jeffrey W.
Kernagis, CFA MBA, is a Senior Portfolio Manager at Vident Advisory LLC.
He has over 30 years of investment experience.
Prior to joining Vident, Mr. Kernagis was a Senior Vice President at Northern Trust Asset Management.
Before that, Mr. Kernagis spent over a decade at Invesco/PowerShares.
As Senior Portfolio Manager, he directed the fixed income ETF PM team and helped grow assets to $40 billion in bond ETFs globally.
Mr. Kernagis was also a portfolio manager at Claymore (Guggenheim) Securities where he managed both equity ETFs and bond unit investment trusts.
In addition, he was a senior bond trader at Mid-States (Alloya) Corporate Federal Credit Union.
Prior to working in investment management, Mr. Kernagis held institutional derivative sales positions at ABN Amro, Bear Stearns, and Prudential Securities.
Mr. Kernagis earned a BBA degree from the University of Notre Dame and an MBA from DePaul University.
He also holds the Chartered Financial Analyst designation.
Postes actifs de Jeff Kernagis
| Sociétés | Poste | Début |
|---|---|---|
Vident Advisory LLC
Vident Advisory LLC Investment ManagersFinance Provides investment advice | Portfolio Manager-Fixed Income | 04/04/2023 |
Anciens postes connus de Jeff Kernagis
| Sociétés | Poste | Fin |
|---|---|---|
Vident Investment Advisory LLC
Vident Investment Advisory LLC Investment ManagersFinance VIA offers a full suite of services tailored to meet the risk and return objectives of ETF sponsors and asset managers with domestic and global portfolios covering both traditional and alternative investment strategies. Their portfolio management coverage spans the global equity, fixed income, currency, commodity, and alternatives markets including strategies involving derivative instruments such as futures and options. | Gestionnaire de Portefeuille-Actions | 04/04/2023 |
Invesco Capital Management LLC
Invesco Capital Management LLC Investment ManagersFinance ICM attempts to replicate, before fees and expenses, the price and yield of an Underlying Index for their Index-Based ETFs and Self-Indexed ETFs. The firm employs a “full replication” methodology, which means that the Index-Based ETF generally invests in all of the securities comprising its Underlying Index in proportion to the weightings of the securities in the Underlying Index. A sampling methodology is also the primary approach utilized by the firm for their Indexed ETFs. | Portfolio Manager-Fixed Income | 01/05/2021 |
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Analyst-Fixed Income | 01/01/2007 |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 28/02/2003 |
Formation de Jeff Kernagis
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Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Invesco Capital Management LLC
Invesco Capital Management LLC Investment ManagersFinance ICM attempts to replicate, before fees and expenses, the price and yield of an Underlying Index for their Index-Based ETFs and Self-Indexed ETFs. The firm employs a “full replication” methodology, which means that the Index-Based ETF generally invests in all of the securities comprising its Underlying Index in proportion to the weightings of the securities in the Underlying Index. A sampling methodology is also the primary approach utilized by the firm for their Indexed ETFs. | Finance |
DePaul University
DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vident Investment Advisory LLC
Vident Investment Advisory LLC Investment ManagersFinance VIA offers a full suite of services tailored to meet the risk and return objectives of ETF sponsors and asset managers with domestic and global portfolios covering both traditional and alternative investment strategies. Their portfolio management coverage spans the global equity, fixed income, currency, commodity, and alternatives markets including strategies involving derivative instruments such as futures and options. | Finance |
Vident Advisory LLC
Vident Advisory LLC Investment ManagersFinance Provides investment advice | Finance |
















