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
- Director of Financial Planning, Mid-Atlantic @ (May 2025 - Present)
- Director of Financial Planning @ Wolf Group Capital Advisors (July 2024 - May 2025)
- Senior Financial Advisor @ Wolf Group Capital Advisors (August 2023 - July 2024)
- Financial Advisor @ Wolf Group Capital Advisors (July 2021 - August 2023)
- Associate Financial Advisor @ Wolf Group Capital Advisors (January 2019 - July 2021)
- Financial Planning Analyst and CSA II @ (February 2016 - January 2019)
- Junior Financial Advisor @ (September 2014 - February 2016)
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 5 emails and 1 mobile phone numbers on RocketReach.
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Kevin Ostergaard
Director of Financial Planning, Mid-Atlantic
Charlotte, NC, US
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