![Rob Kohl](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Robert P.
Kohl is a Senior Wealth Advisor at The Colony Group LLC.
He provides a broad range of comprehensive wealth management services to clients, with expertise in the areas of cross-border tax and insurance considerations, investments, and private equity.
He has extensive experience working with athletes transitioning into retirement and helps his clients in developing wealth preservation strategies, including budgeting, cash flow analysis, and philanthropic planning.
He ensures that all of his clients’ financial matters are taken care of so that they can focus on their families and careers with peace of mind that they will have adequate wealth to meet their needs in retirement.
Prior to joining The Colony Group, he served as a Financial Advisor at Jones Barclay Boston.
Previously, he was a Tax Manager at Ernst & Young, LLP.
He is a licensed attorney in the state of Colorado and has an LLM in taxation from the University of Denver’s Graduate Tax Program.
He received his B.A.
from the College of the Holy Cross and J.D.
from the University of Denver’s College of Law.
He is a member of the Colorado Bar and Arapahoe County Bar Associations.
Eerdere bekende functies van Rob Kohl
Bedrijven | Functie | Einde |
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The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portefeuillebeheerder-Aandelen | 01-07-2023 |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Rob Kohl
University of Denver | Graduate Degree |
College of the Holy Cross (Massachusetts) | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |