Kevin Yoshida, CFA, is Co-Founder and Managing Director. Kevin’s role as client consultant is to research, analyze and develop strategic recommendations for client investment programs. Kevin also leads the firm’s economic and capital markets research. He began his investment career in 1992.
Prior to founding Watershed, Kevin was with Mercer Investment Consulting, last serving as a client consultant and a National Investment Manager Field Research Consultant. He also served on the National Manager Search Task Force, which created the structure for the firm's manager search activity.
Kevin has held the Chartered Financial Analyst designation since 1995 and is a graduate of Colorado State University with a BS in Finance. He is a member of the CFA Institute and the CFA Society of Colorado. He is a frequent speaker at conferences. Kevin serves on the board of several non-profit organizations.