KC

Kristopher Kellinghaus CFA CAIA CFP

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Email: ****s@mcfadvisors.com
Location: Covington, Kentucky, United States
Current employer:
MCF
Current title:
Director of Investments, Chief Investment Officer
Last updated: 22/05/2023 01:42 AM
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About

Kristopher Kellinghaus CFA CAIA CFP is from Covington, Kentucky, United States. Kristopher is currently Director of Investments, Chief Investment Officer at MCF, located in Covington, Kentucky, United States. In Kristopher's previous role as a Associate Portfolio Manager at Opus Capital Management, Kristopher worked in until Feb 2014.

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Kristopher Kellinghaus CFA CAIA CFP's current jobs
Company: MCF
Title: Director of Investments, Chief Investment Officer
Period: Feb 2014 - Present (10 years, 9 months)
Location: Covington, Kentucky, United States

MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission. The Wealth Management division provides investment management and wealth creation services to individuals & families and successful privately-owned businesses / shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities -- and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor. Website http://www.mcfadvisors.com Specialties Investment Management, Pension & Defined Benefit Services, Financial & Estate Planning, Personal Trust, Personal Insurance, Retirement Planning Services, Institutional Investment Consultation, Business Valuation & Transition Consultation, and Tax Strategies

Kristopher Kellinghaus CFA CAIA CFP's past jobs
Company: Opus Capital Management
Title: Associate Portfolio Manager
Period: Sep 2010 - Feb 2014 (3 years, 5 months)
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