T.j. Kistner Cfa, Caia

T.J. Kistner, CFA, CAIA has a comprehensive work experience in the field of investment management. T.J. is currently the Chief Investment Officer at Retirement Plan Advisors since 2022. Previously, they held key positions at Segal Marco Advisors, including VP, Head of Discretionary Portfolio Management & Solutions, where they managed multi-asset class portfolios for the firm's OCIO platform. T.J. also served on investment committees. Before that, they worked at Marco Consulting Group as an Investment Strategist and Investment Analyst, specializing in fixed income. T.J. started their career at Harris Associates as a Performance Analyst and later served as a Senior Performance Analyst. Additionally, they gained foundational experience at Promont Advisors, LLC as a Staff Accountant. Overall, T.J. Kistner has held various roles encompassing strategic portfolio management, investment analysis, and financial accounting.

T.J. Kistner earned a Bachelor's degree in Finance, General from Western Illinois University, from the years 2004 to 2008. Additionally, they obtained the designation of CAIA Charterholder from the CAIA Association in April 2015, and became a CFA Charterholder from the CFA Institute in September 2012.