Whittier Trust
Kevin Koehler, CFA has a diverse work experience in the finance industry. Kevin started their career as an Analyst in Investment at Northern Trust in 2013 and worked there until 2014. After that, they joined Nuveen where they held various roles including Purchase and Sales Specialist, Senior UIT Analyst, Portfolio Risk Analyst, and Director - Fixed Income Trader, SMA. In 2019, Kevin became the Director of Investment Strategy at Miracle Mile Advisors. Currently, they are working as the Vice President and Portfolio Manager at Whittier Trust Company, where they are responsible for a wide range of wealth management services.
Kevin Koehler, CFA has a Bachelor's degree in Economics from the University of Illinois Urbana-Champaign. Kevin also attended Brother Rice High School.
Whittier Trust
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Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States.