Jeff Kilburg
About Jeff Kilburg
Jeff Kilburg serves as the Chief Investment Officer at Sanctuary Wealth, where he oversees ETF model portfolios and leads a team of professionals. He has extensive experience in investment management and has contributed to CNBC as a contributor since 2010.
Work at Sanctuary Wealth
Jeff Kilburg serves as the Chief Investment Officer at Sanctuary Wealth, a position he has held since 2021. In this role, he oversees KKM's existing ETF model portfolios, which are accessible to Sanctuary advisors and their clients. Kilburg collaborates with Rich Williams, the Head of the Advisor Solutions Group, to lead a team of seven credentialed professionals. His focus is on enhancing the capabilities of the Investment Solutions group, ensuring that the firm provides comprehensive investment strategies and solutions.
Education and Expertise
Kilburg studied at the University of Notre Dame, specifically at the Mendoza College of Business, where he earned a Bachelor of Business Administration (B.B.A.) in Marketing from 1993 to 1997. This educational background has provided him with a strong foundation in business principles and marketing strategies, which he applies in his investment roles.
Background
Kilburg has been a member of YPO since 2019, contributing to the organization for five years in the Chicagoland area. He is also the Founder and CEO of KKM Financial, a position he has held since 2012. Additionally, he has been a Contributor at CNBC since 2010, providing insights and analysis on financial markets and investment strategies.
Achievements
In his role at Sanctuary Wealth, Kilburg plays a key role in organizing asset manager events and investment forums. These initiatives aim to foster collaboration and knowledge sharing among investment professionals, enhancing the overall investment landscape for Sanctuary Wealth's clients and advisors.