Authors > Kevin Kloski, CFA, CFP®

Kevin Kloski, CFA, CFP®

Director, Product Management, New York Life Investments

Kevin recently worked as a Portfolio Specialist at Voya Investment Management, serving as a subject matter expert on fundamental equity strategies. Previously, as a Financial Consultant at Wells Fargo Advisors he was responsible for constructing investment portfolios for a client base with over $5 billion in assets. Earlier in his career he also worked as a Financial Advisor for Merrill Lynch and as a Hedge Fund Investment Analyst.

Kevin Kloski is a CFA® charterholder and also holds both the CFP® and CRPC® designations. He earned a MA degree in Financial Economics from Trinity College in Hartford, CT, an MBA from the University of Hartford, and a BA in Political Science from the University of Connecticut. He also studied Political Economy at the University of Hong Kong. Most notably, Kevin is an honorably discharged U.S. Army Infantry Veteran.

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Managing volatility with shareholder yield

The stock market’s sharp pullback in October caught many by surprise and prompted investors to take a closer look at active strategies that can help mitigate volatility...

Secular growth trends in international equity markets

Despite bouts of volatility this year, U.S. equities, led by high growth firms have dominated global markets...

Exploiting market inefficiencies with a systematic approach

Equity market returns have been choppy in recent months, as investors have reacted to mixed economic data...

Looking at Dividend Yield in a Different Light

Since the beginning of 2017, global equity returns have been dominated by higher growth stocks, in particular...

Emerging Markets Equities: The Tide Has Turned

After trailing U.S. equities for four consecutive years (2013 – 2016), emerging markets equities, as measured...

Can Large Growth Stocks Continue Their Upward Climb?

After a strong finish in 2017 (gaining more than 30%), large-cap growth stocks continue to lead the broader...

Disruptive Innovations and Tax Reform Impact on Shareholder Yield

Although much of the developed world is in the latter stages of an expansion...

Dividend Paying Stocks: One Size Does Not Fit All

2017 has been a rewarding year for equity investors. Global equities, as measured by the MSCI World Index...