Samuel Kunz has been appointed chief investment officer at Core Financial Partners, a boutique financial management firm as chief investment officer.
Kunz brings over 28 years of leadership and analysis experience in the financial services industry.
Prior to his new role, Kunz served as senior managing director for the University of California where he designed the asset allocations for multiple portfolios, including defined benefit and contribution plans, endowments, working capital, and captive insurance totalling more than $140 billion.
John Koudsi, Core Financial and KoBre Companies CEO, said: “We are thrilled to add Samuel Kunz to our lineup. 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.”
Commenting on his new role, Kunz stated: “I’m honoured 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.”
“I am impressed by the team’s focus on growth, their unique approach to wealth creation, and dedication to the success of its clients,” he concluded.
