Dede Kalt

Dede Kalt, CFA

Lead Portfolio Strategist

  • Overview

    Dede is a lead portfolio strategist with the Retirement & Investment Solutions practice of CBIZ, Inc. Dede is responsible for implementing and monitoring portfolio construction through asset allocation modeling, manager due diligence, and macroeconomic themes. Dede provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.

  • Education

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  • Specialties

  • Associated Offices

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