Jae Kim in

Jae Kim

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Senior Portfolio Manager at Regan Capital
📍 Dallas, Texas, United States

Jae Kim is a Senior Portfolio Manager at Regan Capital with over 20 years of experience in fixed-income investment management. A Chartered Financial Analyst (CFA), he holds an MBA from The University of Chicago Booth School of Business and specializes in securitized products like MBS, ABS, and CMBS.

His specialized background includes experience as a trader at Freddie Mac and managing portfolios for BlackRocks Financial Markets Advisory group.

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Experience
12 Years
Current Role
Senior Portfolio Manager
Job Level
Middle
Location
Dallas, Texas, United States
Personality Overview

How Jae shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jae cares about

Securitized Products
This is his core specialty, including MBS, ABS, and CMBS, backed by over two decades of investment management experience in the field.
Fixed Income Investing
His entire career is focused on fixed income, with senior portfolio management roles at firms like Regan Capital and BlackRock.
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Career

Work history

11-2025
Senior Portfolio Manager
Regan Capital
1-2023 - 10-2023
Director of Capital Markets
Upstart
12-2020 - 1-2023
Securitized Products Specialist
Liberty Bankers Insurance Group
10-2015 - 6-2019
Trader
Freddie Mac
4-2009 - 10-2015
Director
BlackRock
In the press

Media appearances

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Education
1999 - 2002
MBA
The University of Chicago Booth School of Business
1991 - 1995
BA
Northwestern University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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