Jeff Kohl Email & Phone Number

Greater Milwaukee Area

Partnering with our clients to provide the best solutions. Spreading the word about the long term benefits of active value investing and Heartland's 10 Principles of Value investing.

Greater Milwaukee Area

Managed and guided business development and client service with registered investment advisors for boutique equity investment manager. Worked closely with investment management and marketing to create relevant and compelling marketing materials for financial advisors. Marketed and sold separately managed accounts to high net worth retail investors. Trained associates in attribution and contribution analysis for performance reviews with financial advisors.● Worked closely with the Marketing team to create relevant and compelling advisor communications that would tell the Fenimore story and generate new business. ● Organized and executed onsite due diligence events with investment management resulting in new business and stronger relationships with financial advisors.● Attended and exhibited at industry conferences and regional events to promote brand and raise product awareness.

Oversaw and facilitated business development and client service within RIA channel for boutique small/micro-cap value equity investment manager. Closed new business, retained assets, and grew wallet share. Managed territory covering lower 48 states, with frequent travels. Oversaw client and prospect segmentation for strategic focus and efficient time/territory management. Attended industry conferences, including Schwab Impact, Morningstar, TD Ameritrade, NAPA 401(k), and FPA regional events to promote brand and raise product awareness. Led efforts in organizing, structuring, and executing annual advisor/analyst due diligence events and RIA advisory council sessions. Hired, trained, and managed RIA sales associate to increase distribution.● Recognized as top sales producer, resulting in $2,000,000,000 in gross sales.● Worked closely with portfolio managers to coordinate and moderate quarterly conference calls with financial advisors.● Served as a product specialist for several mutual funds, providing attribution/contribution analysis during performance reviews.● Leveraged relationships with various custodians (Schwab, TD, and Fidelity) for introductions to new advisors.

Provided financial consulting to individuals, families, and small businesses. Assisted clients with investment management, retirement planning, college education funding, tax reduction strategies, insurance needs analysis, charitable giving solutions, and retirement income distribution strategies. Developed and managed client base through various methods of business development, including cold calling, networking, referrals, and seminars and educational events, growing business to more than $25,000,000 in assets under management.

Mba

Bba, Marketing