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Kevin Koehler, CFA

Principal

Chicago

Client Advisory

Biography

Kevin Koehler is a Principal and Investment Advisor in the Chicago office, advising clients holistically on investment strategy, asset allocation, and alternative investments.

Prior to joining Cerity Partners, Kevin was a Vice President and Portfolio Manager at Whittier Trust, overseeing asset allocation for UHNW families. Prior to that, Kevin was the Director of Investment Strategy at Miracle Mile Advisors, overseeing alternative investments, manager due diligence, and portfolio construction. Kevin started his career in asset management as a fixed income trader and portfolio manager for Nuveen Investments.

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Education

  • Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign, with a minor in mathematics.

Highlights

  • CFA Charterholder
  • Member of CFA Society Chicago
  • Regular speaker at industry conferences

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.