Kristopher Kellinghaus CFA CAIA CFP
About
Kristopher Kellinghaus CFA CAIA CFP is from Covington, Kentucky, United States. Kristopher is currently Adjunct Professor Of Finance at Northern Kentucky University, located in Highland Heights, KY. Kristopher also works as Chief Investment Officer, Managing Partner at MCF, a job Kristopher has held since Feb 2014. In Kristopher's previous role as a Board Member, Investment Committee Chair at Kentucky Public Employees' Deferred Compensation Plan, Kristopher worked in Frankfort, KY until Jan 2025. Prior to joining Kentucky Public Employees' Deferred Compensation Plan, Kristopher was a Associate Portfolio Manager at Opus Capital Management and held the position of Associate Portfolio Manager at Cincinnati, OH. Prior to that, Kristopher was a Investment Consultant at Fidelity Investments from Jan 2006 to Sep 2010. Kristopher started working as FINRA Exam Instructor at Keir Educational Services in Jan 2008.
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Kristopher Kellinghaus CFA CAIA CFP's current jobs
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
Rresponsible for the Wealth Management product’s day-to-day operations, research and client service.