Suggestions
Kevin Chalk
Senior Relationship Manager at Schwab Advisor Services
Kevin Chalk, CFA, is an Adjunct Assistant Professor at Temple University and a Business Management Consultant with Schwab Advisor Services.1 In his role at Schwab, he focuses on helping independent Registered Investment Advisors (RIAs) reach their full potential.1
Professional Background
Kevin's LinkedIn profile indicates that he has a strong background in financial services and education. As a Certified Financial Analyst (CFA), he brings a high level of expertise to his consulting work.12 His location is listed as Roswell, GA, in the Atlanta Metropolitan Area.2
Education
Kevin's educational background includes:
- Temple University
- Georgia State University - J. Mack Robinson College of Business2
This combination of practical experience in financial services and academic involvement suggests that Kevin has a well-rounded perspective on the investment advisory industry.
