Kevin Kosgard

Kevin joined the firm as a senior vice president of wealth management in June 2013. Kevin is a financial professional with over 30 years of experience assisting affluent and high net worth clients achieve their financial and philanthropic goals. He excels at building and deepening long-term relationships with clients, often across multi-generations. With expertise in investments, wealth transfer strategies, and banking products, Kevin strives to proactively bring clients creative wealth management solutions.

Previous Experience

• Vice President and Senior Private Banker at J.P. Morgan
• Senior Vice President and Regional Trust Manager at Associated Bank
• Vice President and Regional Trust Manager at Wells Fargo
• AVP and Business Development Officer at First Interstate Bank
• Assistant Vice President and Trust Officer at Norwest Bank

Education & Credentials

• BBA, University of Iowa, Finance
• Series 65 license