The CAIA Charter is a distinct achievement signifying the highest degree of academic competence and working knowledge of alternative investments. Membership in the association demonstrates a strong commitment to industry best practices and professional excellence, as well as dedication to furthering alternative investment education.
“JR’s dedication to earn this designation exemplifies his commitment to provide our clients the highest level of expertise and wisdom in the ever-changing and complex investment environment,”
JR is also a Chartered Financial Analyst® charterholder and has been a part of the wealth management industry since 1990, providing financial and estate planning services to high-net-worth families.
BKD Wealth Advisors has six Midwestern offices, managing and consulting on more than $2 billion for affluent/ultra-
BKD, LLP is a national CPA and advisory firm that delivers its experience and service with a deep understanding of your business, your needs and what it takes to improve your business performance. BKD’s approximately 2,100 personnel, including approximately 250 partners, serve clients in all 50 states and internationally. To learn more, visit bkd.com.
Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients. Praxity™
BKD Wealth Advisors, LLC is a wholly owned subsidiary of BKD, LLP, offering wealth management services for affluent individuals and families and investment consulting and compliance services for institutional clients. We build trusted relationships and tailor integrated solutions to help you meet your goals. Our advisors combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, one of the nation’s largest CPA and advisory firms.