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Kevin Charles Kosgard
Portfolio Manager-Equities at
Wealthspire Advisors LLC
Profile
Mr. Kevin C.
Kosgard is a Senior Vice President at Wealthspire Advisors LLC.
He is a financial professional with over 30 years of experience assisting affluent and high net worth clients.
He has expertise in investments, wealth transfer strategies, and banking products.
Mr. Kosgard was previously employed as a Vice President & Senior Private Banker at J.P.
Morgan, a Senior Vice President & Regional Trust Manager at Associated Bank, at Wells Fargo, AVP & Business Development Officer at First Interstate Bank and an Assistant Vice President & Trust Officer at Norwest Bank.
He received a BBA in Finance degree from the University of Iowa.
Kevin Charles Kosgard active positions
| Companies | Position | Start |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | Portfolio Manager-Equities | 2020-12-30 |
Former positions of Kevin Charles Kosgard
| Companies | Position | End |
|---|---|---|
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors utilizes a modified Black-Litterman asset allocation model based on investing principals used by some of the largest endowments and foundations in the world to aid their asset allocation process. By combining the Black-Litterman methodology with the investment committee’s understanding of client circumstances, goals and needs, the firm aims to achieve consistent returns with less downside volatility. Once a client's allocation is in place, Wealthspire Advisors employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds, and/or investment managers. | Director of Investments | 2020-12-30 |
Training of Kevin Charles Kosgard
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
76
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | Finance |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors utilizes a modified Black-Litterman asset allocation model based on investing principals used by some of the largest endowments and foundations in the world to aid their asset allocation process. By combining the Black-Litterman methodology with the investment committee’s understanding of client circumstances, goals and needs, the firm aims to achieve consistent returns with less downside volatility. Once a client's allocation is in place, Wealthspire Advisors employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds, and/or investment managers. | Finance |
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