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Brian J. Koble, CFA®

Director of Research

Brian J. Koble, CFA®

Director of Research

Location: Downtown Pittsburgh - Centre City Tower
Phone: (412) 338-8200 x 1579

Brian J. Koble is the Director of Research within Hefren-Tillotson's investment advisory group. In this capacity, Brian works closely with Chief Investment Officer Don Belt in supporting the in-house advisor network and investment advisory group with security selection and monitoring, market updates and investment strategies affecting more than $10 billion in assets.

His commentary on investments is regularly featured in a variety of local and national media. In addition, Brian is a frequent guest on Hefren-Tillotson's popular radio show, Your Money & You, heard Sundays from 9:00 a.m. to 11:00 a.m. on KDKA-AM/1020.

Brian is a graduate of Grove City College, and earned a Master's degree in Economics from the University of Detroit Mercy.  He graduated from the Securities Industry Institute at the University of Pennsylvania’s Wharton School of Business. Brian is a Chartered Financial Analyst charter holder (CFA®) and holds FINRA series 7, 66, 86, and 87.

In 2013, Brian was selected as a Fast Tracker by The Pittsburgh Business Times. Fast Tracker’s honors leaders in Pittsburgh's business community who are under 40 years old.

Outside of the securities industry, Brian serves on the Emerging Leaders Tocqueville Committee for the United Way of Southwestern PA, the finance council of Sacred Heart Parish in Shadyside, and the board of Aquinas Academy.

 

Brian and his wife Suzanne have four children.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.