Kevin Chalk

Senior Business Management Consultant, Charles Schwab Advisor Services

Kevin has been serving the RIA Industry with Schwab Advisor Services for over 21 years. He has held roles as a Relationship Manager, where he focused on working directly with advisors and most recently began working with Schwab’s Business Consulting team. Kevin has a passion for teaching, which lends to the consultative nature in working with Investment Advisors. 

Prior to joining Schwab Advisor Services in 2006, Kevin worked with Bank of America as a Portfolio Manager in Atlanta.  Before moving to Atlanta, Kevin worked with Charles Schwab Investor Services in Raleigh, NC as a Regional Investor Education Specialist. In this particular role, Kevin focused on teaching investment classes to Schwab’s retail clients. Additionally, Kevin has held roles with Merrill Lynch and Wachovia Securities. 

Kevin received his undergraduate degree in Finance from East Carolina University in 1995, he completed his MBA in 2017 from Kennesaw State University and in 2021, obtained his Doctor of Business Administration degree from Georgia State University. Kevin also holds the Chartered Financial Analyst designation.  

Kevin, and his wife Anne, live in Pinehurst NC.  In his spare time, Kevin is an adjunct professor at Temple University and also enjoys training for Ironman Triathlons.