Kevin Case

Kevin Case is the Director of Portfolio Management Operations at Ellis Investment Partners, LLC. He brings a diverse background across insurance, asset management, and portfolio operations, shaped by more than a decade of experience in the financial services industry.

Kevin began his academic career at Ramapo College before completing his undergraduate studies at Neumann University, where he also competed as a collegiate baseball player. After graduating, he launched his professional career at State Farm, gaining foundational experience in insurance, client communication, and risk-focused financial solutions.

Seeking a role more closely aligned with markets and investment strategy, Kevin joined Hartford Funds as an Internal Wholesaler. Over nearly seven years, he supported advisors across the country, developed deep product expertise, and strengthened his understanding of mutual funds, portfolio construction, and advisor practice needs.

Kevin now applies that experience to the Portfolio Management Operations Team at Ellis Investment Partners. In his role, he works closely with consultants on portfolio construction, monitoring, and operational oversight. He is actively involved in research and analysis across Exchange Traded Funds (ETFs) and Mutual Funds (MFs), including evaluating underlying holdings to better understand fund behavior and expectations. His operational leadership supports the firm’s commitment to delivering clarity, precision, and consistency across all managed portfolios.

Kevin, originally from the Jersey Shore, currently resides in West Chester, PA with his wife, Marisa, and their two daughters, Sophia and Siena. Outside of work, he enjoys spending time with his family and staying connected to the game of baseball.