Core Financial Partners, a boutique financial management firm focused on wealth generation for business owners and high net worth families, has hired Samuel Kunz as chief investment officer.
Kunz brings over 28 years of leadership and analysis experience in the financial services industry. He was previously senior managing director at the University of California. In that role he was responsible for designing the strategic and tactical asset allocations for multiple portfolios, including defined benefit and contribution plans, endowments, working capital, and captive insurance, totaling more than $140 billion.
Before the University of California Kunz was the chief investment officer of the Policemen’s Annuity and Benefit Plan of the City of Chicago, overseeing the pension and benefit fund totaling $3 billion. The fund served 8,000 retired and 13,000 active employees.
Core Financial said Kunz’s hiring completes its leadership team and resolves the reimagination of Core Financial, and the broader KoBre Companies.
Kunz said: “I’m honored to join the team at Core Financial Partners to assist in driving portfolio performance for our clients, especially as it relates to creating publicly traded models that enhance Core’s proven private opportunities.”
John Koudsi, chief executive officer at Core Financial & KoBre Companies, said: “Not only will [Kunz] make an immediate impact at Core Financial, but he will also play a pivotal role across all of the organisations under the KoBre Companies umbrella.”
Core Financial Partners, Samuel Kunz, John Koudsi, KoBre Companies