Kevin Ostergaard Email & Phone Number
Director of Financial Planning, Mid-Atlantic @ CW Advisors
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Kevin Ostergaard Location
- Charlotte, NC, US
Kevin Ostergaard Work
- 2025 - now Director of Financial Planning, Mid-Atlantic @
- 2024 - 2025 Director of Financial Planning @ Wolf Group Capital Advisors
- 2023 - 2024 Senior Financial Advisor @ Wolf Group Capital Advisors
- 2021 - 2023 Financial Advisor @ Wolf Group Capital Advisors
- 2019 - 2021 Associate Financial Advisor @ Wolf Group Capital Advisors
- 2016 - 2019 Financial Planning Analyst and CSA II @
- 2014 - 2016 Junior Financial Advisor @
Kevin Ostergaard Education
- University of Chicago
Chicago Booth CIMA® Education Program
2022 - 2022 - Georgetown University
Certificate in Financial Planning
2016 - 2017 - University of Maryland College Park
Bachelor's degree (Economics)
2010 - 2014 - Mt. Lebanon High School 2006 - 2010
Kevin Ostergaard Summary
- Kevin Ostergaard, based in Charlotte, NC, US, is currently a Director of Financial Planning, Mid-Atlantic at CW Advisors. Kevin Ostergaard brings experience from previous roles at Wolf Group Capital Advisors. Kevin Ostergaard holds a 2022 - 2022 Chicago Booth CIMA® Education Program @ University of Chicago. Kevin Ostergaard has 6 emails and 1 mobile phone numbers on RocketReach.
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Kevin Ostergaard
Director of Financial Planning, Mid-Atlantic
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