Ward Bortz

Ward Bortz is an accomplished financial professional currently serving as an ETF Portfolio Manager and the Head of Distribution for US Wealth at Angel Oak Capital Advisors, LLC.1 He played a pivotal role in launching Angel Oak's ETF business and now manages the firm's ETFs as well as those sub-advised by Angel Oak.1

Professional Background

Bortz's career in finance spans nearly two decades, beginning in 2006 as a sell-side research analyst and trader, where he focused on quantitative credit research, high yield bond research, and high yield/distressed bond trading.1

Before joining Angel Oak, Bortz held senior investment positions at several prestigious firms:

• Invesco
• BlackRock
• Dimensional Fund Advisors

In these roles, he gained diverse experience in portfolio management, product development, strategy, and business development across various asset classes, including fixed income, equities, and alternatives.1

Current Responsibilities

At Angel Oak Capital Advisors, Bortz's responsibilities include:

• Managing ETF portfolios
• Overseeing distribution in the wealth channel
• Supervising the product development process
• Leading the sales team1

Education

Bortz holds strong academic credentials:

• B.A. in Economics from the University of Chicago
• M.B.A. with a focus on finance and asset pricing from Columbia Business School1

Industry Presence

Bortz is actively involved in sharing market insights and discussing investment strategies. He has appeared on various platforms:

• Featured on the NYSE's ETF Central Podcast, discussing a range of topics related to his expertise3
• Appeared on Schwab Network, where he discussed expectations for Federal Reserve rate cuts in 20245
• Contributed to industry publications, offering insights on active management in the asset-backed securities market4

With over 500 connections on LinkedIn, Bortz maintains a strong professional network in the financial industry.2