Case Study

Meet Jeff Kilburg

Meet Jeff Kilburg

Pages 4 Pages

Meet Jeff Kilburg Investment research is part of the fabric of every day for Jeff Kilburg. As CEO of KKM Financial and a TV personality, Jeff is often asked to drill down on a specific stock or fund, provide analysis on an entire sector, or discuss macro trends. Whatever the task, Jeff always has his iPad or laptop nearby with YCharts pulled up to perform quick analysis and share data-driven insights. About His Work The Challenge As a regular contributor on CNBC’s Halftime Report, in addition to his full-time job as CEO and portfolio manager at independent investment solutions firm KKM Financial, Jeff wears m a n y hats. Servicing clients with a proactive, risk- managed approach by utilizing dynamic stock selection, hedging, option-overlay, and ETF model portfolios, Jeff and his team at KK

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