Ward Bortz

Ward Bortz is a well-educated finance professional with extensive experience in asset pricing, finance, and econometrics. He earned his MBA from Columbia Business School and his Bachelor's in Economics from the University of Chicago. Ward has held high-level positions at several well-known financial firms including head of ETFs at Angel Oak Capital Advisors, LLC, head of strategy for Fixed Income Factors at Invesco US, head of strategy for Wealth - Factor-Based Strategies at BlackRock, and equity portfolio management at Dimensional Fund Advisors. His corporate bond trading and research experience at RBC Capital Markets and Bank of America Merrill Lynch have complemented his impressive portfolio management experience.

His expertise in asset pricing, portfolio management, fixed income factors, and wealth factor-based strategies are valuable to his current role at Angel Oak Capital Advisors, LLC. His education and extensive experience have made him a sought-after professional in the financial services industry.