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Kirk Kloepfer

Client Protection Specialist at Matson Money

Kirk Kloepfer possesses extensive experience in sales and client management, currently serving as a Client Protection Specialist at Matson Money since August 2018. Prior roles include Inside Sales Executive at Gannett | USA TODAY NETWORK, where responsibilities involved meeting sales goals through account management and cold calling, and Account Relationship Manager, overseeing multiple advertising markets. Kloepfer also worked as an Advertising Sales Representative with Enquirer Media and held a position as a Customer Account Specialist at Fifth Third Bank. Kirk Kloepfer earned a Bachelor of Business Administration in Economics from the University of Cincinnati College of Business, graduating in 2013.

Location

Cincinnati, United States

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Matson Money

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures


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51-200

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