Kevin Jamali

Senior Vice President

Areas of Expertise

Asset Allocation

Retirement Planning

Goal Alignment

Tax Strategies

Qualifications & Experience

20+ years managing assets for high-net-worth clients and institutional investors
Former quantitative (systematic) fund manager
Extensive experience using alternative investments

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Chicago, IL

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Words to Live By

Where there is integrity, there will be trust. Where there is trust, there will be an atmosphere for success.

Sadhguru

Client Experience Professionals

Soliel Geronimo

Team Members

See Team Page

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About

With over 20+ years of experience as a fund manager and trader at the Chicago Board of Trade (CBOT), Kevin enjoys helping institutions and high-net-worth clients strategize and execute plans that meet their desired financial objectives.

Robust risk management has been the cornerstone of Kevin’s approach to navigating life situations and markets. Through a mindful asset allocation methodology and the incorporation of alternative investments, Kevin has been able to successfully smooth out returns and add alpha to his clients. His focus has always remained on developing a clear, in-depth financial plan; executing it; and realizing the importance of risk-adjusted returns on the investments portion of the plan.

Kevin cherishes every moment spent with his family and is always looking for an opportunity to explore the outdoors, try a new restaurant, or travel with them. He is also a daily practitioner of yoga/meditation and has achieved podium finishes in the Master’s Divisions of Brazilian Jiu-Jitsu at several World and Pan Am championships.