Rob Kohl

Rob Kohl

Nessuna posizione attualmente

Finance
Consumer Services
Commercial Services

Profilo

Mr. Robert P.
Kohl is a Senior Wealth Advisor at The Colony Group LLC.
He provides a broad range of comprehensive wealth management services to clients, with expertise in the areas of cross-border tax and insurance considerations, investments, and private equity.
He has extensive experience working with athletes transitioning into retirement and helps his clients in developing wealth preservation strategies, including budgeting, cash flow analysis, and philanthropic planning.
He ensures that all of his clients’ financial matters are taken care of so that they can focus on their families and careers with peace of mind that they will have adequate wealth to meet their needs in retirement.
Prior to joining The Colony Group, he served as a Financial Advisor at Jones Barclay Boston.
Previously, he was a Tax Manager at Ernst & Young, LLP.
He is a licensed attorney in the state of Colorado and has an LLM in taxation from the University of Denver’s Graduate Tax Program.
He received his B.A.
from the College of the Holy Cross and J.D.
from the University of Denver’s College of Law.
He is a member of the Colorado Bar and Arapahoe County Bar Associations.

Precedenti posizioni note di Rob Kohl

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/07/2023
Corporate Officer/Principal -
Corporate Officer/Principal -
Vedi nel dettaglio l'esperienza di Rob Kohl

Formazione di Rob Kohl

University of Denver Graduate Degree
College of the Holy Cross (Massachusetts) Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Rob Kohl

Relazioni

14

Relazioni di 1° grado

5

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private3

Finance

Finance

Commercial Services

Vedi le connessioni aziendali