Title: Founder, Chief Executive Officer
Company: Kohlhepp Investment Advisors Ltd.
Location: Doylestown, Pennsylvania, United States
Edward J. Kohlhepp Sr., Founder and Chief Executive Officer at Kohlhepp Investment Advisors Ltd., has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial services.
The founder and chief executive officer at Kohlhepp Investment Advisors Ltd. since 1998, Mr. Kohlhepp has amassed nearly 50 years of professional experience in his field. Dedicated to relieving financial stress for all of their clients, Kohlhepp Investment Advisors Ltd. is a respected and versatile company in the Doylestown, PA, region. Mr. Kohlhepp specializes in retirement and distribution planning, and he heads the investment committee for the firm.
Prior to this position, Mr. Kohlhepp worked as a representative at Cambridge Investment Research from 2004 to 2014, an adjunct faculty member at Bucks County Community College from 1999 to 2002, president at Manchester Financial Group from 1994 to 1998, principal at Manchester Benefits Group, Inc., from 1994 to 1998, and president at Van Buren & Kohlhepp Ltd. from 1987 to 1994. In private practice from 1980 to 1987, he was also vice president at William L. Marshall Associates, Inc., from 1970 to 1980, a consultant at Neil G. Kyde, Inc., from 1975 to 1979, and a secretary-treasurer at Lincoln Investment Planning, Inc., from 1972 to 1975. He commenced his career as an instructor, assistant professor, and senior associate professor at Bucks County Community College from 1969 to 1986. Locally, he teaches shotokan karate to children ages 5 through 12.
To prepare for his illustrious career, Mr. Kohlhepp pursued an education at La Salle University, graduating with a Bachelor of Science in accounting in 1967. He followed this with a Master of Business Administration in management from Temple University in 1969. He has since been certified as a pension consultant, chartered life underwriter, financial planner, and chartered financial consultant. He also holds FINRA Series 6, 7, 24, 63, and 65 licenses, as well as Life, Health, and Variable Annuity licenses.
Mr. Kohlhepp maintains membership with the Financial Planning Association, the American Academy of Actuaries, the American Society of Pension Professionals and Actuaries, the National Association of Estate Planners and Councils, Beta Gamma Sigma, and Beta Alpha Psi. In recognition of his exceptional achievements in finance, he was honored as Man of the Year in 2017. In addition, he was selected for inclusion in several editions of Who’s Who in Finance and Business, Who’s Who in Finance and Industry, Who’s Who in America, and Who’s Who in the East.
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