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Chris Phalen

Chris Phalen

Managing Director and Portfolio Manager | Guggenheim Investments

Lawrence, Kansas, United States

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Chris Phalen

Summary

Chris Phalen is a seasoned financial services professional with extensive experience in portfolio management and risk analysis. Currently serving as the Managing Director and Portfolio Manager at Guggenheim Investments, he specializes in alternative investments and capital markets. With a career spanning over two decades, Chris has held various leadership positions, including Vice President of Enterprise Risk Management at Security Benefit, where he developed enterprise-wide risk management functions. His analytical skills have consistently driven successful investment strategies, and he is known for optimizing workflows and enhancing communication within teams. Chris's educational background includes a Bachelor's degree in Business Administration and Accounting from the University of Kansas. He is passionate about innovation in finance and is dedicated to fostering a culture of strategic planning and risk awareness in investment management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Chris Phalen

Work Experience

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Managing Director and Portfolio Manager at

Guggenheim Investments

January 2023 - Present

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Managing Director and Director of Research - U.S. Value Equity at

Guggenheim Investments

November 2021 - January 2023

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Director of Research - U.S. Value Equity at

Guggenheim Investments

September 2019 - November 2021

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Senior Investment Analyst - U.S. Value Equity at

Guggenheim Investments

August 2011 - September 2019

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Vice President - Enterprise Risk Management at

Security Benefit

August 2009 - August 2011

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Head of Fixed Income at

Security Benefit

September 2007 - August 2009

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Assistant Vice President & Portfolio Manager at

Security Global Investors

March 2002 - August 2007

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Senior Research Analyst - Investment Grade Corporate Bonds at

Security Global Investors

August 1999 - March 2000

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Research Analyst - High Yield & Investment Grade Credit at

Security Global Investors

August 1997 - August 1999

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Strategic Planning Analyst at

Airgate

March 1997 - August 1997

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Financial Analyst at

Security Benefit

July 1995 - March 1997

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Staff Accountant at

Security Benefit

May 1994 - July 1995

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Chris Phalen

Education

University of Kansas, Bachelor's Degree

January 1989 - January 1993

Frequently Asked Questions about Chris Phalen

What is Chris Phalen email address?

Chris Phalen's primary email address is ************@securitybenefit.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Chris Phalen work for?

Chris Phalen is a Managing Director and Portfolio Manager at Guggenheim Investments, a company specializing in Functions related to depository banking.

Where Chris Phalen graduated from?

Chris Phalen holds a degree in Business Administration And Accounting from University of Kansas.

How can I directly contact Chris Phalen?

To contact Chris Phalen directly, you can use the email address ************@securitybenefit.com. Complete contact information is available upon registration with Muraena.

Who is Chris Phalen?

Chris Phalen is a seasoned financial services professional with extensive experience in portfolio management and risk analysis. Currently serving as the Managing Director and Portfolio Manager at Guggenheim Investments, he specializes in alternative investments and capital markets. With a career spanning over two decades, Chris has held various leadership positions, including Vice President of Enterprise Risk Management at Security Benefit, where he developed enterprise-wide risk management functions. His analytical skills have consistently driven successful investment strategies, and he is known for optimizing workflows and enhancing communication within teams. Chris's educational background includes a Bachelor's degree in Business Administration and Accounting from the University of Kansas. He is passionate about innovation in finance and is dedicated to fostering a culture of strategic planning and risk awareness in investment management.

Chris`s contact details

mail

************@securitybenefit.com

************@guggenheiminvestments.com

Colleagues

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Thomas Bryan

Regional Vice President

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Michael Kiley

Vice Chairman

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Mike Bielski

Regional Vice President

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Mike Boutureira

Managing Director, Head of Global Marketing

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Nssa Annmarie Woods

Regional Vice President

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Katrina Jacobs

Regional Vice President

Avi Bahumanyam

Vice President, Digital Marketing

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Connor O'leary

Regional Vice President

Dan Onan

Regional Vice President, Institutional Sales

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Dina Dilorenzo

President, Guggenheim Investments

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