Robert Bortz
Ward Bortz is an ETF Portfolio Manager and the Head of Distribution for U.S. Wealth at Angel Oak Capital. He launched Angel Oak’s ETF business and serves as a Portfolio Manager for Angel Oak’s ETFs as well as ETFs sub-advised by the firm. Ward is also responsible for distribution in the wealth channel including oversight of the product development process and sales team.
Prior to Angel Oak, Ward was a senior investment professional at Invesco, BlackRock and Dimensional Fund Advisors. He worked in a variety of roles including portfolio management, product development, strategy, and business development across fixed income, equities, and alternatives. Ward began his career in 2006 as a sell-side research analyst and trader, focusing on quantitative credit research, high yield bond research, and high yield/distressed bond trading.
Ward holds a B.A. degree in Economics from the University of Chicago where he was captain of the tennis team. He also holds an M.B.A. from Columbia Business School. Ward currently serves as an adjunct professor at Columbia University where he teaches a class in the MBA program focused on the asset management industry.