The Fiduciary Group, a leading wealth management firm headquartered in Savannah, Ga., recently announced that Wealth Advisor Justin Kohler, CFP® earned his Chartered Alternative Investment Analyst (CAIA®) designation, joining an elite group of more than 13,000 financial professionals worldwide. 

The CAIA® designation is an internationally recognized credential granted by the Chartered Alternative Investment Analyst Association, a world leader in alternative investment education in areas including venture capital, private equity, derivatives, and real estate investments. To obtain the CAIA® designation, candidates must complete a rigorous two-level exam series as well as relevant work experience.

“At The Fiduciary Group, we’re committed to professional development and know that the knowledge and expertise Justin gained from earning the Chartered Alternative Investment Analyst designation will benefit our clients,” said Joel Goodman, CFA, Chief Investment Officer at The Fiduciary Group. “Justin excels at helping clients achieve their long-term financial goals and managing investment portfolios using state-of-the-art investment knowledge, tools, and strategy.” 

Kohler joined The Fiduciary Group as a Wealth Advisor in 2021 and serves as a client relationship manager, financial planner, and investment advisor to individual clients while also providing support to senior advisors at the firm. Earlier in his career, he served as a Wealth Advisor and Portfolio Manager at The Sharp Financial Group in Philadelphia, Penn. and as a Wealth Advisor and Junior Portfolio Manager at AXA US in Philadelphia, Penn. 

Originally from Toms River, N.J., Kohler received his B.A. in Business Administration from St. Joseph’s University and is a CERTIFIED FINANCIAL PLANNER™ professional.