Kevin Chorniak

Role
Chief Operating Officer at Btc Capital Management
Location
Des Moines, IA, US
LinkedIn followers
500 followers

About Kevin Chorniak

As a senior executive with over 30 years of success in the wealth management industry I…

Experience

  1. Chief Operating Officer

    Btc Capital Management

    Jan 2019 — Present

    Founded in 2003, BTC Capital Management provides portfolio management and advisory services to a variety of institutional and high net worth clients. Our solutions range from discretionary asset management to independent investment consulting and advisory services. The firm is built on principles of treating clients as privileged guests and maintaining the highest degree of integrity in everything we do. Our investment philosophy is grounded in four basic tenants- Preserve Capital In Difficult Markets - Make Decisions Based on Fundamentals - Maintain a Long-Term View of the Markets - Practice Risk-Aware Portfolio Construction By following our principles and remaining consistent with our beliefs, we then move forward with client objectives as the centerpiece of our work. At BTC Capital, we believe no two clients are alike. As such, we develop solutions tailored to their needs rather than sell a preconceived set of products. In doing so, we’re able to cultivate a unique client relationship serving as an independent partner not just another service provider.

Education

  • Dalton Education

    Financial Planning and Services

    2019 — 2020

  • College for Financial Planning

    Financial Planning and Services

    2018 — 2019

  • Center for Executive Coaching

    Executive Coaching

  • Vermilion High School

    College Prep

    1986 — 1989

  • University of Cincinnati Carl H. Lindner College of Business

    Bachelors of Business Administration, Management and Marketing

    1989 — 1994

Skills

  • Escrows
  • Negotiation
  • Strategy
  • Cross Functional Relationship Building
  • Cross-Functional Team Leadership
  • Pensions
  • Retirement Planning
  • Relationship Management
  • New Business Development
  • Selling
  • Defined Benefit
  • Coaching
  • Portfolio Management
  • Financial Services
  • Retirement
  • Organizational Leadership
  • Thought Leadership
  • Project Management
  • Qualified Retirement Plans
  • Leadership
  • Non-Profits
  • Operational Excellence
  • Team Building
  • Product Management
  • Talent Management
  • Global Custody
  • Process Improvement
  • Strategic Planning
  • Investment Management
  • Sales
  • P&L Management
  • Investments
  • Risk Management
  • Management
  • Banking
  • Business Development
  • Customer Experience
  • Project Planning
  • Problem Solving
  • Sales Management

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Kevin Chorniak — Chief Operating Officer at Btc Capital Management in Des Moines, IA, US | Unifers