Kevin Kaiser is a Senior Investment Advisor in SageView’s Midwest region. Kevin provides analysis of retirement plan investment options to support the plan sponsor’s ability to maintain their fiduciary process. He advises clients on investment due-diligence, plan design and participant education strategies.
Prior to joining SageView, Kevin worked for 15 years at a diversified financial services firm focusing on investment analysis and due diligence. The last 10 years included a specialization on Retirement plans.
Kevin received a Bachelor’s Degree in Mathematics and an M.B.A, with a concentration in Finance and Information Technology, from Lewis University. Kevin is also a member of the Investment Management Consultants Association. He holds a Certified Investment Management Analyst (CIMA®) designation, the Accredited Investment Fiduciary (AIF®) designation and the Chartered Retirement Plan Specialist (CRPS) designation.