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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.

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Kevin Chalk
Kevin Chalk, photo 1
Kevin Chalk, photo 2
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Location

Roswell, Georgia, United States