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Douglas Ciocca
CEO, Portfolio Manager at Kavar Capital Partners Group, LLC
About
Douglas G. Ciocca is the Chief Executive Officer and Portfolio Manager at Kavar Capital Partners Group LLC, based in Leawood, Kansas. With over three decades of investment management experience, he leads the firm’s strategy in providing asset allocation, portfolio management, and advisory services to individual and institutional clients. His primary responsibilities include designing comprehensive asset allocation strategies and overseeing the firm’s investment programs across client segments.
Throughout his career, Ciocca has focused on multi-asset portfolio construction, integrating equities, fixed income, and alternative investments to suit the diverse objectives of clients. At Kavar, he directs investment policy for both private clients and institutions, emphasizing tailored approaches to wealth management and financial planning. His previous executive roles include serving as Director of Research–Equity at Weldon Capital Management Ltd.
Ciocca holds a Bachelor of Business Administration from the University of Notre Dame and an MBA in Finance from The University of Chicago Booth School of Business. He is recognized for his expertise in portfolio construction and is a frequent guest on Bloomberg Radio and other financial media outlets, reflecting his standing as a thought leader in the investment advisory industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kavar Capital Partners, LLC | CEO, Portfolio Manager | Jan 2011 to Present | — |
Education
University of Notre Dame
Bachelor of Business Administration - BBA
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Skills & Expertise
Others at Kavar Capital Partners Group, LLC (1)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer, Partner | Leawood, KS , United States |
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