Summary
Overview
Work History
Education
Certification
Websites
Timeline
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Kevin R. Eifert, CFA

Chicago

Summary

Dedicated Private Wealth Management professional serving high- and ultra-high net worth clients. Demonstrated strength in portfolio construction, trade execution, and personalized account servicing, aligning investment strategies with clients’ evolving financial goals. Known for cultivating long-term relationships through thoughtful communication and trusted fiduciary engagement. Holds a Bachelor’s degree in Economics from Bucknell University, and has earned the Chartered Financial Analyst (CFA) designation, reflecting a deep commitment to investment expertise and ethical standards.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Mentor

HEAR Scholarship Foundation
Chicago
07.2024 - Current
  • HEAR is a nationally recognized college success program that supports low-income, college-bound students from the Greater Chicagoland area with holistic support on campus and through financial aid.
  • Provide ongoing mentorship to an undergraduate student through monthly academic-year meetings, offering guidance on coursework, campus involvement and life as a college student.

Investment Associate

William Blair & Company
Chicago
04.2024 - Current
  • Support an $8 billion assets under management (AUM) team in all aspects of portfolio management, including asset allocation, investment research, security selection and implementation, risk management, and performance evaluation.
  • Collaborate with colleagues to develop and manage customized investment portfolios of individual stocks and bonds for high- and ultra-high-net-worth individuals and families, and private and community foundations.
  • Analyze company financial statements and reports, industry trends, and macroeconomic data to manage opportunities and risks across client portfolios.
  • Prepare comprehensive reports summarizing current and historical investment performance for clients.

SMID Model Portfolio Associate, Founding Member

04.2024 - Current
  • Co-founded and serve as Associate for William Blair Private Wealth Management's Small- and Mid-Cap (SMID) Model equity portfolio.
  • Contribute to the strategic development and formalization of investment policy documents to guide portfolio governance.
  • Coordinate monthly meetings with portfolio managers, manage agendas and marketing materials, and track and implement changes in investment decisions, ensuring alignment with established policy frameworks.

Client Relationship Associate

06.2021 - 03.2024
  • Formed and maintained relationships with HNW and UHNW clients through responsive service and tailored account support, contributing to high client retention rates and growth in assets under management.
  • Assisted clients with new account openings, existing account maintenance, money movements including electronic funds transfers and wires, and trade-related services.
  • Coordinated with sales and marketing teams to align customer relationship strategies with business goals.

Private Wealth Management Intern

07.2020 - 05.2021
  • Performed ad hoc projects for advisor teams, PWM Compliance, and management groups, including account opening, billing, cashiering, and data reporting.

Education

Bachelor of Arts - Economics

Bucknell University
Lewisburg, PA
05-2021

Chartered Financial Analyst (CFA) -

CFA Institute
05-2025

Certification

  • Securities Industry Essentials (SIE) Exam, Series 7, Series 66

Timeline

Mentor

HEAR Scholarship Foundation
07.2024 - Current

Investment Associate

William Blair & Company
04.2024 - Current

SMID Model Portfolio Associate, Founding Member

04.2024 - Current

Client Relationship Associate

06.2021 - 03.2024

Private Wealth Management Intern

07.2020 - 05.2021

Bachelor of Arts - Economics

Bucknell University

Chartered Financial Analyst (CFA) -

CFA Institute

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Kevin R. Eifert, CFA