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Jeff Kilburg

Jeff Kilburg

Formal First Name
Jeff
Nick Name
Killir
Links
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Location
Chicago

Jeff Kilburg is the Founder, CEO, and CIO of KKM Financial, a boutique asset management company. He leads KKM in providing portfolio management and risk mitigation solutions to wealth advisors, financial institutions, and family offices globally. He also serves as a Portfolio Manager to the Essential 40 Stock ETF, a modern-day version of the Dow Jones. Kilburg has been active in the financial markets since 1997. His investment approach blends quantitative and qualitative analysis methods with a deep understanding of volatility pricing, risk management, and market insight. He has served as a Portfolio Consultant to Nuveen Investments and InCapital. He also served as Chief Investment Officer to Sanctuary Wealth. In addition to KKM, Kilburg is a long-time contributor for CNBC, where he regularly provides market insight on "Halftime Report", "Closing Bell", and "Worldwide Exchange."

Professional Experience

Academic History

CURRENT AFFILIATIONS


KKM FINANCIAL

  • Under his leadership, KKM has served advisory clients with both single-sleeve and complete portfolio solutions. 

  • He leads KKM in providing outsourced Chief Investment Officer services, Equity and ETF model portfolios, Separately Managed Accounts, custom option overlay strategies, Investment research and market commentary to advisors and family office clients globally.

  • He serves as Co-Portfolio Manager of the Essential 40 Stock ETF, available on various platforms such as Schwab, Fidelity, Pershing, LPL & UBS.


EARLY CAREER

  • He gained national recognition in 2012 when he called, on CNBC, for the 10-year U.S. Treasury yield to fall to historic lows under 1.5%.

  • Prior to launching his own firm, he spent more than two decades on the floors of the Chicago Board of Trade (CBOT) and Chicago Board Options Exchange (CBOE). 

  • He launched a floor operation of his own at the CBOT. He went on to become one of the larger market makers in the 10-year note pit.


MEDIA & PUBLICATIONS

Warnings and Disclaimers

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