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Bridgeworth Welcomes Director of Portfolio Management, Chip Kalousek

Bridgeworth is pleased to announce the newest member of our investment team, Chip Kalousek. Chip will play an integral role in helping guide the firm as Bridgeworth’s Director of Portfolio Management. His responsibilities will be critical to the investment team, including research, trading, and rebalancing portfolios to allocate accounts properly. Along with this role, Chip will also be collaborating with our team of experienced financial advisors, bringing with him a background in fiduciary asset management.

Zach Ivey, CFA, CFP®, ChFC®, Bridgeworth Chief Investment Strategist, shared,

“After spending a short amount of time with Chip, we quickly realized his potential and positive impact he would have on our firm and client service. We are excited to welcome him to our Bridgeworth family and look forward to our clients benefitting from his investment and portfolio knowledge.”

Chip brings immense value to Bridgeworth clients, supports our investment committee, and is currently a 2022 CFA Level II Candidate. Join us in welcoming Chip to our team!