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Kevin Yoshida, CFA®

Kevin Yoshida, CFA®

Principal

  • Denver, CO
  • Seven Years in Tibet
  • Ralph Carr, Minoru Yasui, and Yoshitaka Tamai
  • Determination, integrity, and mindfulness

Financial Advisors

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

CAPTRUST welcomed Kevin to our team in 2021. He brings over 30 years of experience to the role of principal. Kevin specializes in endowments, foundations, healthcare institutions, and family office clients.

Kevin joined us from Ellwood Associates—a comprehensive financial services firm. 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 earned 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.

Education

  • Bachelor of Science degree in finance from Colorado State University

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • CFA® Institute
  • CFA® Society of Colorado
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