Kevin Shuller, CFA, CFP®

I started investing when I was 13. I called my dad’s stock broker to get research reports, which I took to school and read in study hall. You can imagine how popular that made me in high school.

 

Aside from a brief period when I thought I would be a professional golfer, investing is all I’ve wanted to do with my career. I want to help young families forge their own path through an increasingly complex financial landscape. That's why I started Cedar Peak. I’m old enough to have seen several market cycles play out, but young enough to guide you through the markets for decades to come.

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I've worn many hats in the investment industry, none of them fedoras. I did equity research at T. Rowe Price, where I learned from some of the best investors of this (or any) generation. I was an analyst on a long-short equity hedge fund at RMB Capital, a $9B wealth management firm based in Chicago. I was also Director of Investments at Shine Wealth Partners (now Captrust) where I did investment due diligence, portfolio strategy, and trading. In addition to my 14 years in investment management, I have spent time in corporate finance, consulting, and - to show that we all have skeletons in our closet - improv comedy.

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I have an MBA from the Johnson School of Business at Cornell University and a B.S. in Finance and Accountancy from Miami University - the one in Ohio. I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER professional. Born and raised in Dayton, OH, I now live in Denver with my wife, two young kids, a dog, and an unhealthy book addiction.

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Philanthropy:

• Kevin Shuller is Sr. Vice President of B'nai B'rith Colorado

• Kevin Shuller is on the board of the Kavod Senior Life Foundation

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Associations and Memberships:

• Kevin Shuller is a member of the XY Planning Network

• Kevin Shuller is a financial advisor on the Fee-Only Network

• Kevin Shuller is a member of the National Association of Personal Financial Advisors (NAPFA)