|“A broad expertise and understanding of all asset classes is crucial in delivering the best solutions to our clients. I have a passion to ensure clients are exposed to the solutions that will provide them maximum wealth enhancement for generations to come.”|
About kevin w. coquillette
Kevin Coquillette is a Managing Director for Oxford Financial Group, Ltd. In this role, Kevin provides multi-generational families, business owners and institutions with guidance regarding Chief Investment Officer Services. His attention to every detail, inquisitive nature and focus on desired outcomes provides the clients he serves with peace of mind around the stewardship of their wealth now and for generations to come.
Prior to joining Oxford, Kevin was a Vice President with Goldman Sachs Asset Management where he worked for nearly a decade. During his tenure at Goldman, Kevin was responsible for developing the firm’s institutional practice and client base. His expertise was in providing council to significant endowments, foundations, pensions and other not-for-profit organizations on customized investment strategies. Additionally, Kevin was a private equity specialist with Goldman Sachs, educating and assisting financial intermediaries in the construction of suitable private market portfolios.
Kevin earned a bachelor of arts degree in economics from DePauw University where he was a Management Fellow.
Kevin lives in Edina, Minnesota with his wife, Maggie, and their son. A Chicago native, he has an affinity for all things Chicago sports and is a member of Skokie Country Club in Glencoe, Illinois. Outside of work, he enjoys traveling, playing golf, family time and vacationing in Bluffton, South Carolina.