President and Chief Investment Officer at Hennion & Walsh Asset Management

Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management.  Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs). Mr. Mahn ... more


Top 10 Investment Themes For 2021
As effective vaccines and therapeutics are now becoming available, the overriding macro theme of 2021 will be “The Reopening of the Global Economy.”
Learning From The Ups And Downs Of The Stock Market
The S&P 500 Index closed at a level 2991.77 on May 26, 2020, representing a daily gain of 1.23%, thanks in large part to renewed optimism on economic re-openings and the potential for additional vaccine candidates from the likes of Novavax and Merck.
Keeping Perspective
While no one can know the full extent of the consequences of the coronavirus at this time, investors should keep perspective on their longer-term financial goals, maintain discipline, invest in quality companies and revisit the diversification.
2020 Will Be A “Year Of The Three Big E’s”
2019 was undoubtedly a year where equities exceeded expectations.
Are Student Loans The Next Big Bubble To Burst?
Many have claimed that outstanding student loan balances, which seemingly continue to grow, may be the next big bubble to burst that may have a material impact on the U.S. economy.
EC 2019 Theme Of “Slowing But Growing” Continues
Volatility returned to the markets during the usually calm summer month of August.




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Work Experience

President & CIO - Hennion & Walsh Asset Mgmt
Hennion & Walsh
2004 - Present (18 years 1 month)

President and Chief Investment Officer (CIO) - Hennion & Walsh Asset Management
Portfolio Manager and Chief Investment Officer (CIO) - SmartTrust® Unit Investment Trusts

Senior Vice President
Lehman Brothers
1993 - 2004 (12 years)

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


Fairleigh Dickinson University
1991 / 1993
Muhlenberg College
1987 / 1991
Business Administration


Exchange-Traded Funds: Conceptual and Practical Investment Approaches
Kevin Mahn
Risk Books

Most ETFs are still passively managed funds that track equity indexes. The newer ones, however, are increasingly complex, often focussing on narrow sub-sectors of the market, non-equity asset classes, or enhanced directional plays. Some allow investors to expand and fine-tune a traditional asset allocation 

based on core equity exposure; others, such as leveraged or inverse ETFs, are used to improve portfolio risk-adjusted performance. As such, we must be aware that while ETFs may continue to offer the market valuable investment opportunities, just like with other financial products there are also distinct risks associated with these investments that need to be fully understood. “What are they?” “How can they be used?” and “What do we need to know to protect ourselves before we invest?” are only a few of the many questions answered by this book.