Zenith was founded on the belief that capital markets are fluid and need to be continually assessed in order to deliver a concise, well substantiated investment process and portfolio management program.

The firm’s founder, Thomas R. Koehler, CFA, completed the Chartered Financial Analyst Program in 2004. This rigorous program laid the foundation for Mr. Koehler’s belief in a thorough investment process and well thought out research.

Over the last 13 years, Thomas R. Koehler has built a solid track record in the areas of portfolio management, asset allocation and securities analysis. Most recently he developed and managed the investment process as Director of Research for a $200million Registered Investment Advisor in Chevy Chase MD.

He has dedicated his professional career to adhering to the highest standards in the implementation of portfolio strategies and firm-wide best practices. With this extensive experience, Mr. Koehler strives to deliver high value added Chief Investment Officer Services to the Wealth Management community.


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