You're signed outSign in or to get full access.
John Nagle
Chief Investment Officer, Partner at Kavar Capital Partners Group, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kavar Capital Partners, LLC | Chief Investment Officer, Partner | Apr 2021 to Present | — |
| Kavar Capital Partners, LLC | Director of Investment Research | Jan 2017 to Apr 2021 | — |
| Kavar Capital Partners, LLC | Investment Analyst | Dec 2014 to Dec 2016 | — |
| Moneta | Associate Investment Analyst | Aug 2010 to Nov 2014 | — |
Education
Saint Louis University
BSBA, Finance & Accounting
2005 — 2009
Skills & Expertise
Others at Kavar Capital Partners Group, LLC (1)
| Name | Role | Location |
|---|---|---|
| CEO, Portfolio Manager | Leawood, KS , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Chief Investment Officer | Creativeone Wealth, LLC | Kansas City, MO , United States | |
| Portfolio Manager - Buffalo Mid Cap Fund | Kornitzer Capital Management Inc. /ks | Mission, KS , United States | |
| Portfolio Manager | Kornitzer Capital Management Inc. /ks | Mission, KS , United States | |
| Portfolio Manager | Dean Capital Management | Lee's Summit, MO , United States | |
| Senior Investment Analyst | Dean Capital Management | Denver, CO , United States |