Karl Wonstolen Cfa®
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Karl Wonstolen Cfa® Email & Phone Number

Strategy at Edelman Financial Engines at Edelman Financial Engines
Location: Denver, Colorado, United States 12 work roles 2 schools
1 work email found @atomicvest.com 2 phones found area 650 and 855 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email k****@atomicvest.com
Direct phone (650) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Strategy at Edelman Financial Engines
Location
Denver, Colorado, United States
Company size
1029 employees

Who is Karl Wonstolen Cfa®? Overview

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Quick answer

Karl Wonstolen Cfa® is listed as Strategy at Edelman Financial Engines at Edelman Financial Engines, a with 1029 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at atomicvest.com, phone signal with area code 650, 855, and a matched LinkedIn profile for Karl Wonstolen Cfa®.

Karl Wonstolen Cfa® previously worked as Senior Director - Corporate Strategy at Edelman Financial Engines and Strategy at Atomic Invest. Karl Wonstolen Cfa® holds Ba, Finance, International Relations from University Of Colorado Boulder - Leeds School Of Business.

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Email format at Edelman Financial Engines

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*@atomicvest.com
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AeroLeads found 1 current-domain work email signal for Karl Wonstolen Cfa®. Compare company email patterns before reaching out.

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Profile bio

About Karl Wonstolen Cfa®

Karl joined the financial industry in 2006, since then he has worked to build world-class asset management businesses. Currently at Atomic he is focused on strategic initiatives to fulfill the mission of making wealth building accessible to every single human being. Prior to Atomic, at Personal Capital Karl lead a strategic team focused on projects, business intelligence, and operations. He built and managed the Portfolio Recommendation function for Fisher Investments Europe in London providing advice to clients across Europe. Before that, he was a Research Analyst assisting to manage over $50 billion across multiple equity and fixed income strategies. Outside the office, Karl values spending time with his wife, three young children and is an avid skier who enjoys a variety of outdoor sports.

Listed skills include Financial Modeling, Excel, Research, Economics, and 11 others.

Current workplace

Karl Wonstolen Cfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Strategy at Edelman Financial Engines
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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12 roles

Karl Wonstolen Cfa® work experience

A career timeline built from the work history available for this profile.

Director - Advisory Optimization

Personal Capital

Greater Denver Area

Leading Advisory Optimization Driving Business Initiatives Forward

Apr 2019 - Apr 2022

Senior Analyst - Portfolio Management

Personal Capital

Greater Denver Area

Project management for investment-related initiatives

Nov 2018 - Mar 2019

Sales Operations / Optimization - Analyst / Manager

Personal Capital

Greater Denver Area

Oversaw day-to-day sales operations for an eighty-member sales team. Built Optimization team tasked with overseeing advisory business strategic initiatives and business intelligence

Sep 2016 - Oct 2018

Senior Financial Advisor

Personal Capital

Denver, Co

Personal Capital is the next-generation financial advisor. We combine technology with world-class advisory services to deliver personalized wealth management.Personal Capital puts your entire financial life at your fingertips, and provides the tools to analyze where you are and how to get where you want to go.Our founding team is comprised of some of the nation’s leading financial technology and e-finance executives, backed by IVP, Venrock, Crosslink Capital, and BlackRock.

Aug 2015 - Jun 2017

Portfolio Evaluation Group Manager

Fisher Investments Europe

London, United Kingdom

- Manage team of thirteen Analysts and Associates to provide advice in nine European countries- Develop and implement recommendation frameworks to support European expansion- Lead team to build tools to produce deliverables in eight languages- Own IT project requirements and business process projects to scale operations- Host Investment Round Table events discussing firm’s market views and portfolio positioning with over 180 clients across the UK

May 2014 - Jul 2015

Chairman – Fisher Investments Europe Investment Oversight Committee

Fisher Investments Europe

London, United Kingdom

- Lead quarterly committee meetings to present results of Fisher Investments’ Portfolio Management, Trading Practices, Proxy Voting, and Valuation Committee meetings- Meet with institutional client representatives in routine auditing of Fisher Investments Europe

Jun 2013 - Jul 2015

Research Analyst

Fisher Investments & Fisher Investments Europe

San Francisco Bay Area & London

Portfolio Evaluation: Recommended appropriate investment strategies for clients and developed new portfolio recommendation frameworks for European expansionCapital Markets: Produced and maintained models designed to forecast relative performance of various factors; monitored ex-ante portfolio risk across multiple products; served as portfolio engineer on ETF portfolio with approximately $100 million invested; studied feasibility and created prototypes of new product offerings and… Show more Portfolio Evaluation: Recommended appropriate investment strategies for clients and developed new portfolio recommendation frameworks for European expansionCapital Markets: Produced and maintained models designed to forecast relative performance of various factors; monitored ex-ante portfolio risk across multiple products; served as portfolio engineer on ETF portfolio with approximately $100 million invested; studied feasibility and created prototypes of new product offerings and business lines Show less

Feb 2011 - Apr 2014

Research Associate

Fisher Investments

San Francisco Bay Area

Guidelines: Monitored portfolio guideline compliance for institutional clients, private clients and employees and built systems to facilitate monitoringAnalytics: Maintained composites to achieve GIPS compliance, created reporting, responded to institutional RFPs and database updates,

Jul 2008 - Jan 2011

Sales Operations Associate

Fisher Investments

San Francisco Bay Area

Provided operational support to private client sales force and sales management

Jun 2007 - Jul 2008

Intern

Fiserv Lending Solutions

Boulder, Co

Assisted reconciliation of property appraisal products to mortgage pools to determine MBS risk and valuation

Sep 2006 - May 2007
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

AR Alex Reader Alex Reader Colleague at Edelman Financial EnginesGreater Minneapolis-St. Paul Area, United States View → AB Alfonso Burgos Alfonso Burgos Colleague at Edelman Financial EnginesBoca Raton, Florida, United States View → DU Douglas Ulrich, Cpa, Cfp®,Chfc®, Crpc® Douglas Ulrich, Cpa, Cfp®,Chfc®, Crpc® Colleague at Edelman Financial EnginesOak Brook, Illinois, United States View → BD Brad Draper, Crpc®, Cmfc® Brad Draper, Crpc®, Cmfc® Colleague at Edelman Financial EnginesLas Vegas, Nevada, United States View → PJ Priya Jag Priya Jag Colleague at Edelman Financial EnginesHerndon, Virginia, United States View → AM Alex Measures Alex Measures Colleague at Edelman Financial EnginesArlington, Massachusetts, United States View → JC Jeff Cram Jeff Cram Colleague at Edelman Financial EnginesKansas City Metropolitan Area, United States View → NS Nichole Salas Nichole Salas Colleague at Edelman Financial EnginesChandler, Arizona, United States View → KP Kenneth Parow, Crpc® Kenneth Parow, Crpc® Colleague at Edelman Financial EnginesClifton Park, New York, United States View → JC Jim Collicott, Crpc®, Cfs® Jim Collicott, Crpc®, Cfs® Colleague at Edelman Financial EnginesPewaukee, Wisconsin, United States View →
2 education records

Karl Wonstolen Cfa® education

FAQ

Frequently asked questions about Karl Wonstolen Cfa®

Quick answers generated from the profile data available on this page.

What company does Karl Wonstolen Cfa® work for?

Karl Wonstolen Cfa® works for Edelman Financial Engines.

What is Karl Wonstolen Cfa®'s role at Edelman Financial Engines?

Karl Wonstolen Cfa® is listed as Strategy at Edelman Financial Engines at Edelman Financial Engines.

What is Karl Wonstolen Cfa®'s email address?

AeroLeads has found 1 work email signal at @atomicvest.com for Karl Wonstolen Cfa® at Edelman Financial Engines.

What is Karl Wonstolen Cfa®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 650, 855 for Karl Wonstolen Cfa® at Edelman Financial Engines.

Where is Karl Wonstolen Cfa® based?

Karl Wonstolen Cfa® is based in Denver, Colorado, United States while working with Edelman Financial Engines.

What companies has Karl Wonstolen Cfa® worked for?

Karl Wonstolen Cfa® has worked for Edelman Financial Engines, Atomic Invest, Personal Capital, Fisher Investments Europe, and Fisher Investments & Fisher Investments Europe.

Who are Karl Wonstolen Cfa®'s colleagues at Edelman Financial Engines?

Karl Wonstolen Cfa®'s colleagues at Edelman Financial Engines include Alex Reader, Alfonso Burgos, Douglas Ulrich, Cpa, Cfp®,Chfc®, Crpc®, Brad Draper, Crpc®, Cmfc®, and Priya Jag.

How can I contact Karl Wonstolen Cfa®?

You can use AeroLeads to view verified contact signals for Karl Wonstolen Cfa® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Karl Wonstolen Cfa® attend?

Karl Wonstolen Cfa® holds Ba, Finance, International Relations from University Of Colorado Boulder - Leeds School Of Business.

What skills is Karl Wonstolen Cfa® known for?

Karl Wonstolen Cfa® is listed with skills including Financial Modeling, Excel, Research, Economics, Analysis, Financial Analysis, Sales, and Analytics.

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