Rob Kohl

Rob Kohl

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Profil

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.

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Portföljförvaltare-Aktier 2023-07-01
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