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Provident Oak Financial LLC.
Home
About Us
Our Services
  • Our Process
  • Values -Based Investing
  • Financial Planning
  • Special-Needs Planning
  • Financial Coaching
  • Insurance Solutions
  • Charitable Giving
Insights
  • Noise Reduction Podcast
  • Blog
  • AOTM
  • Money Minute
  • Videos
Client Login
Contact Us
Monthly Market Watch
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Peter Klingelhofer

    Pete Klingelhofer is Director of Research and Senior Portfolio Manager for OneAscent Investment Solutions. He has over 27 years of experience in securities analysis, portfolio management and asset allocation and he holds designations as a Chartered Financial Analyst (CFA) and a Certified Kingdom Advisor (CKA).

Pete was previously an Executive Director and Senior Portfolio Manager at JP Morgan Asset Management, where he co-managed the Investor Funds suite of target-risk multi-asset funds and was a contributing author for the JP Morgan Long-Term Capital Market Assumptions (LTCMA) process. He started his career at the State Teachers Retirement System of Ohio, where he co-managed a $2 billion Large Cap Value Fund. In his most recent roles, Pete was CIO of Wealthstone Investments and a managing director at Hamilton Capital, both Columbus, Ohio-based registered investment advisors. Pete earned a bachelor’s degree from Washington & Lee University, where he played collegiate Baseball.

Pete and his wife, Suzanne, have been married for over 20 years and they reside in Columbus, Ohio. They are parents to Tyler Smith Bringman, Kathryn Taylor Bringman, Jackson Phillips Klingelhofer, Wilson Sharp Klingelhofer and Elliott Paige Klingelhofer.

Pete is an active member of the Bexley United Methodist Church, where he currently serves on the board and on the endowment committee. In addition, Pete serves on the boards of the CFA Society of Columbus and CISV Columbus. He also enjoyed the opportunity to coach youth lacrosse and youth baseball for many years.

Copyright © 2024 Provident Oak Financial LLC. - All Rights Reserved.


 

 Investment advice is offered through OneAscent Financial Services, LLC, d/b/a Provident Oak Financial, LLC, a Registered Investment Adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any certain degree of skill or training. 

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