(PRWEB) February 29, 2012
Tower Wealth Managers, a subsidiary of Country Club Trust Co. and Country Club Bank, Kansas City, Mo., has announced that William Koehler, CFA, has been appointed as president and CEO. Founded in 2008, Tower Wealth Managers is one of the Midwest’s largest registered investment advisers with $1.7 billion in assets under management. The firm serves individual and institutional investors by designing, implementing and managing investment portfolios across a broad spectrum of equity, fixed income, alternative and exchange-traded fund investment strategies.
Koehler will be responsible for directing, uniting and growing all aspects of asset management under the financial services umbrella as well as leading the wealth management team. Koehler will also serve on the board of Country Club Financial Services Inc. and will oversee the coordination of CCFSI’s strategic offerings. In addition, he will have access to the expertise of Country Club Capital Markets Group, an affiliate firm specializing in fixed income markets, which serves institutional and high net worth clients.
“We already had excellent investment managers and extensive wealth management capabilities in place, and with the addition of Bill’s experience and expertise, we can organize them more systematically to better serve our clients,” said Mark C. Thompson, chairman of Country Club Trust Co. “In the last few years, there’s been a significant movement of investors toward financial companies that have trusted relationships with their clients,” Thompson said. “That’s who we are, so we’re happy to have found the right professional of the highest caliber to continue leading us on that path. We’re also pleased to be able to consistently attract great local talent who, like Bill, exemplify outstanding character and integrity, and always deliver exemplary personal service.”
“I am extremely excited to be joining Tower Wealth Managers, a firm I have respected and admired for many years,” added Koehler. “The professionals at Tower Wealth Managers, Country Club Trust Co. and Country Club Financial Services Inc. have had a longstanding reputation for excellent service to clients. The need for sound investment advice and wealth management services has never been greater. With the depth and breadth of services offered, Tower Wealth Managers/CCB is well positioned to deliver an outstanding value proposition to clients based on accessibility, communication and transparency. I look forward to contributing to the firm’s enduring tradition of providing exceptional client experiences and serving as a steward for current and future clients.”
Prior to joining Tower Wealth Managers, Koehler, 51, was chief investment officer of ETF Portfolio Partners, a Leawood, Kan.-based registered investment adviser managing $80 million. A nationally recognized authority on ETF investing, he led the firm’s investment policy formation, capital markets research and portfolio management efforts. He has been interviewed nationally on CNBC and quoted in The Wall Street Journal, Barron’s, Investment News and Investor’s Business Daily.
Previously, Koehler led the day-to-day investment oversight efforts at American Century Investments. As a founding member in 1996 of the firm’s investment oversight committee, he had oversight responsibility for the firm’s 32 investment strategies representing over $100 billion in assets under management.
Koehler entered the investment management profession in 1982. He earned his undergraduate degree in finance from the University of Iowa and his MBA from the University of Kansas. He also holds the Chartered Financial Analyst designation.
Tower Wealth Managers, headquartered in Prairie Village, Kan., is a registered investment adviser (RIA) with $1.7 billion in assets under management. Founded in 2008, Tower Wealth Managers is a subsidiary of Country Club Trust Co. structured, disciplined approaches to wealth management to both individual and institutional investors.