Kevin Shuller, CFA, CFP®
Founder, Chief Investment Officer
MBA, Cornell University - Capital Markets and Asset Management
B.S. Miami University - Finance and Accountancy
CERTIFIED FINANCIAL PLANNER™ Professional
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.
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.
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.
Kevin Shuller is Sr. Vice President of B'nai B'rith Colorado
Kevin Shuller is on the board of the Kavod Senior Life Foundation
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)