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
Chief Operating Officer
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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