Direct Line: 414-977-8724 E-Mail
Jeff Kohl joined Heartland in 1996 and has over 15 years of experience in the investment industry. Jeff works with Registered Investment Advisors and Independent Financial Advisors to support them in meeting client long-term investment results with the utilization of Heartland’s Family of Funds.
Jeff began his Heartland career in the Shareholder Services area and then served as an Investment Consultant prior to working with Financial Advisors. Jeff’s extensive career at Heartland has made him well-versed in its history, disciplined investment process and the investment results of the Funds and separately managed accounts.
Prior to joining Heartland, Jeff spent over three years as a Financial Advisor with Smith Barney working with high net worth clients. He earned B.B.A. and M.B.A. degrees in marketing from the University of Wisconsin-Whitewater. In his spare time, Jeff enjoys spending time with his wife and three daughters.
The above individual is a Registered Representative of ALPS Distributors, Inc.