Edward “JR” Humphreys II, CFA®

Senior Managing Advisor
BKD Wealth Advisors, LLC
Indianapolis

JR has more than 20 years of experience in investment and financial services, including developing, implementing and managing investment portfolios. He is responsible for risk analysis and portfolio management, including custom-designed portfolios consisting of individual securities, mutual funds or institutional portfolio managers. He has experience with personal trusts, foundations and employee benefits.

He previously worked as a senior portfolio manager and head of equities for a regional bank. As head of equities, he oversaw development of the bank’s equity selection process as well as the bank’s asset allocation models.

JR is a Chartered Financial Analyst^® charterholder. The CFA^® charter is obtained through the completion of a three-year program with studies in equity analysis, fixed income analysis, portfolio management, accounting, economics, derivatives and ethics. He is member of the Investment Management Association of Indianapolis, Inc.

He is a 1990 graduate of Marshall University, Huntington, West Virginia, with a B.B.A. degree in finance.