Kevin Yoshida, CFA


Education & Other Highlights

Kevin Yoshida is an institutional advisor based in Denver, CO.

Kevin joined CAPTRUST in 2021 from Ellwood Associates and serves as a principal and financial advisor. He brings over 30 years of experience to the role of principal. Kevin specializes in endowments, foundations, healthcare institutions, and family office clients.

At Ellwood, he served as a senior consultant and director of capital markets. He was also a member of the outsourced chief investment officer (OCIO) committee responsible for overseeing the investment structure of OCIO client portfolios. Kevin joined Ellwood as part of the acquisition of Watershed Investment Consultants, Inc.

He began his career in financial services as a consultant with William M. Mercer Investment Consulting Inc. Kevin holds a Bachelor of Science degree in finance from Colorado State University.

Outside of work, Kevin is an active volunteer and board member for Sakura Square. Sakura Square serves as a gateway to downtown Denver, providing a vibrant community gathering place that celebrates the history and culture of the Japanese-American experience.


  • Bachelor of Science degree in finance from Colorado State University

Industry Designations

  • Chartered Financial Analyst

Industry Involvement

  • CFA® Institute
  • CFA® Society of Colorado

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Greenwood Village)


ESG Investing for Nonprofits

You’ve probably heard the buzzwords environmental, social, and governance (alternatively, ESG) when it comes to investing. Have you wondered how this relates to your nonprofit’s mission and values? Join CAPTRUST as we highlight the key concepts surrounding ESG investing.

Watch Now


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.