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John Nagle

John Nagle

Chief Investment Officer, Partner at Kavar Capital Partners Group, LLC

Leawood, KS , United States

About

John Nagle, CFA, is the Chief Investment Officer and a Partner at Kavar Capital Partners, LLC, based in Leawood, Kansas. In his role, he leads the firm’s investment committee and manages all aspects of the investment process, including asset allocation, manager due diligence, research, and investment selection. He oversees portfolio construction for both individual and institutional clients, with a focus on delivering tailored investment solutions.

With more than 16 years of experience as an investment analyst in the wealth management industry, John has held progressively senior roles at Kavar Capital Partners, including Director of Investment Research and Investment Analyst. His expertise spans multiple asset classes, with a particular focus on equities, fixed income, and alternative investments as part of diversified portfolios.

John holds a BSBA in Finance and Accounting from Saint Louis University and earned the Chartered Financial Analyst (CFA) designation in 2015. He is recognized for his disciplined investment approach and has contributed to the firm's strategic thought leadership, including timely market commentary on portfolio positioning amid changing economic conditions. He is based in the Kansas City metro area and is active in the financial community.

Career History

OrganizationRoleDate RangeDetails
Kavar Capital Partners, LLCChief Investment Officer, PartnerApr 2021 to Present
Kavar Capital Partners, LLCDirector of Investment ResearchJan 2017 to Apr 2021
Kavar Capital Partners, LLCInvestment AnalystDec 2014 to Dec 2016
MonetaAssociate Investment AnalystAug 2010 to Nov 2014

Education

Saint Louis University

BSBA, Finance & Accounting

2005 2009

Skills & Expertise

Business Analysis
Public Speaking
Strategic Planning
Financial Understanding
Equity Valuation
Civil Litigation

Others at Kavar Capital Partners Group, LLC (1)

NameRoleLocation
Douglas Ciocca
Douglas Ciocca
CEO, Portfolio ManagerLeawood, KS , United States

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