Brian Kohute, CPA, CFA, MST
President And Chief Investment Officer
Brian is the President and Chief Investment Officer of HJ Wealth Management LLC. He oversees all portfolio management and investment research activities. Brian is also the co-creator of The Progression of Wealth®process, our proprietary methodology of wealth management. With more than 18 years of experience in working with business owners, high-net-worth families, and corporate executives, Brian develops, implements and monitors the firm's wealth management solutions.
In addition to being a Certified Public Accountant and Personal Financial Specialist, Brian is also a Chartered Financial Analyst. The CFA designation is a globally recognized standard for measuring the competence and integrity of investment professionals. To obtain the CFA charter, candidates must successfully complete three difficult exams and gain at least three years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis. While the vast majority of CFA professionals work as research analysts for Wall Street firms, Brian is one of a growing cadre of CFAs who took the three-year education program and passed the three-part to apply his investment knowledge to serving high-net-worth families.
Brian frequently is quoted on financial topics in publications such as CBS MarketWatchand Kiplinger’s Personal Finance. Brian is the host of a local cable TV show, Money Matters, which airs on the Comcast Cable System.
Brian graduated from Ursinus College in Collegeville, Pennsylvania, in 1989 with a Bachelor of Arts in Economics, and an emphasis in Accounting. Brian also holds a Master of Science in Taxation from Widener University in Chester, Pennsylvania. Brian has been an adjunct instructor at Ursinus College, teaching an intermediate-level financial reporting course.
Professional Certifications and Organizations
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- Certified Public Accountant, Commonwealth of Pennsylvania
- Chartered Financial Analyst
- Member of American Institute of Certified Public Accountants (AICPA)
- Member of AICPA’s Personal Financial Planning Practice Section
- Member of Pennsylvania Institute of Certified Public Accountants
- Member of Association for Investment Management and Research
- Member of Philadelphia Society of Financial Analysts
- Member of Financial Planning Association
- Chairman of Financial Services Committee of Jeffreys Henry International