Kevin Koehler, Cfa
About Kevin Koehler, Cfa
Kevin Koehler, CFA, serves as the Director of Investment Strategy at Miracle Mile Advisors, where he manages an investment platform with over $3 billion in assets. He has extensive experience in investment analysis and risk management, having held various roles at Nuveen and Northern Trust prior to his current position.
Current Role at Miracle Mile Advisors
Kevin Koehler serves as the Director of Investment Strategy at Miracle Mile Advisors, a position he has held since 2019. In this role, he oversees an investment platform that manages over $3 billion in assets for ultra high net worth individuals. His responsibilities include developing and implementing investment strategies that align with client objectives and market conditions.
Previous Experience at Nuveen
Before joining Miracle Mile Advisors, Kevin Koehler worked at Nuveen in various capacities. He served as a Portfolio Risk Analyst from 2017 to 2018, focusing on risk assessment and management. He also held the position of Director - Fixed Income Trader for six months in 2019, where he managed trading strategies. His earlier roles at Nuveen included Purchase and Sales Specialist from 2014 to 2016 and Senior UIT Analyst from 2016 to 2017.
Education and Qualifications
Kevin Koehler studied at the University of Illinois at Urbana-Champaign, where he earned a Bachelor's degree in Economics. He also attended Brother Rice High School. He is a Chartered Financial Analyst (CFA) and is a member of both the CFA Society of Chicago and the CFA Society of Los Angeles.
Expertise in Investment Strategies
Kevin Koehler has developed expertise in tax aware investing and risk management through his roles at Nuveen. His experience in analyzing investment risks and developing strategies has contributed to his current position at Miracle Mile Advisors, where he applies this knowledge to manage significant assets for high net worth clients.
Professional Background
Kevin Koehler has a diverse professional background in investment analysis and strategy. He began his career as an Analyst at Northern Trust from 2013 to 2014. His subsequent roles at Nuveen provided him with a comprehensive understanding of fixed income trading, portfolio risk, and investment strategies, which he now utilizes in his current role.