Collin Knecht

Investment Analyst

As an Investment Analyst at Bedel Financial, I collaborate with the Investment Team to perform due diligence on various investment vehicles such as mutual funds and ETFs. I support senior team members by reviewing portfolios, preparing and updating client meeting materials, and documenting due diligence calls. My responsibilities also include providing reports for the internal investment committee and clients as well as assisting Senior Portfolio Managers with account reviews, investment actions, and order execution.