Kilter Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

Kilter Group is an independent, innovative financial services firm at the forefront of the industry. We offer comprehensive financial management in the areas of wealth management, insurance advisory, investment and alternatives advisory, business advisory, tax planning, retirement planning, business exit planning, as well as wills, trusts and charitable planning. We are committed to providing our clients the strategic planning, education, and support that enables them to meet their full financial potential.

Kilter Group offers a collective of distinguished, passionate, and principled financial strategists, who mastermind and organize your entire financial life, delivering you prosperity and peace of mind. We work with professionals spanning diverse industries, to ensure they reach their  financial goals through a bespoke approach to wealth optimization.

Find Kilter Group employees' phone numbers or email addresses

Kilter Group Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Kilter Group's Leadership

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    A. V. F.
    Chief Compliance Officer & Director Of Operations
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    J. M.
    Director, Investment Operations And Strategy
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    D. M.
    Principal
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    B. S.
    Client Service Executive
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    C. W.
    Private Wealth Planner
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    K. G.
    Investment Operations Analyst
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    J. Z.
    Client Services Executive At Kilter Group
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  • Stylized image of a person
    L. C.
    Client Services Executive
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Kilter Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Kilter Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. V. F.
    Chief Compliance Officer & Director Of Operations
    Phone icon
    Sep 22, 2025
  • Stylized image of a person
    J. M.
    Director, Investment Operations And Strategy
    Phone icon
    United StatesArizona
    Oct 23, 2025
  • Stylized image of a person
    D. M.
    Principal
    Phone icon
    United StatesNew York
    May 13, 2025
  • Stylized image of a person
    B. S.
    Client Service Executive
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    Oct 25, 2025
  • Stylized image of a person
    C. W.
    Private Wealth Planner
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    United StatesMaryland
    Nov 14, 2025
  • Stylized image of a person
    K. G.
    Investment Operations Analyst
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    United StatesNew York
    Feb 11, 2026
  • Stylized image of a person
    J. Z.
    Client Services Executive At Kilter Group
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    United StatesTexas
    Sep 17, 2025
  • Stylized image of a person
    L. C.
    Client Services Executive
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    Jan 29, 2026
  • Stylized image of a person
    W. A.
    Client Service Executive
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    United StatesNew Jersey
    Apr 24, 2025

Frequently Asked Questions

What is Kilter Group known for?

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Kilter Group was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 40 Exchange Place Suite 1200 New York, New York 10005 United States. Explore Kilter Group's company overview page for more information.

What is Kilter Group's most common email format?

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Kilter Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kilter Group email formats with LeadIQ.

How many employees does Kilter Group have currently?

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Kilter Group has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Kilter Group's key employees and leadership?

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As of February 2026, Kilter Group's key employees include:

  • Chief Compliance Officer & Director Of Operations: A. V. F.
  • Director, Investment Operations And Strategy: J. M.
  • Principal: D. M.
  • Client Service Executive: B. S.
  • Private Wealth Planner: C. W.

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