Advisor at Kuhn & Company Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kuhn & Company Investment Counsel, LLC
Location
Chicago, IL 60631
Credentials
CFA®
Industry experience
4 years
John Robertson is a CFA® charterholder with over 25 years of experience in the investment industry. He has worked at Deutsche Bank’s asset management division for 19 years and has been with Kuhn & Company Investment Counsel, LLC since 2021. He also serves as CEO and CIO of Robertson Family Investments LLC, a family office managing trusts and estates for his immediate family. Kuhn & Company Investment Counsel provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment strategies using a range of instruments and emphasizes written planning deliverables and documented procedures in its operations.
Based on Kuhn & Company Investment Counsel, LLC
Based on Kuhn & Company Investment Counsel, LLC
0.85% annually
$250 per hour
Account minimum: $100,000
8770 W Bryn Mawr Ave, Suite 710
Chicago, IL 60631
Florida · Illinois · Indiana
Kuhn & Company Investment Counsel, LLC
2021 - Present (5 years)
Robertson Family Investments LLC
2020 - Present (6 years)
Career Retired
2016 - 2021 (5 years)
Deutsche Bank (Deutsche Asset Management/RREEF)
1997 - 2016 (19 years)
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