Contact: Samantha Vance
OneAscent Investment Solutions
(205) 847-1343
svance@oneascent.com
ONEASCENT HIRES PORTFOLIO MANAGEMENT VETERAN PETER KLINGELHOFER
BIRMINGHAM, Ala., Sept. 19, 2024 – OneAscent Investments is proud to announce its hiring of Peter Klingelhofer, CFA®, CKA® as a director of research and senior portfolio manager. Klingelofer has over 27 years of experience in portfolio management and global asset allocation.
"We’re thrilled to be adding Pete to the team,” said President of Investment Solutions Cole Pearson. “His industry and investment experience combined with a deep commitment to our mission will undoubtedly continue to propel us and the values-based investing movement forward.”
In his role, Klingelhofer will be responsible for managing the equity components of the OneAscent Investments Turnkey Models and Target Date Funds. He will also work to enhance the investment process and performance across the OneAscent Investments suite of multi-asset portfolios.
Klingelhofer 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. Klingelhofer started his career at the State Teachers Retirement System of Ohio, where he managed a $2 billion large cap value fund. In his most recent roles, Klingelhofer was CIO of Wealthstone Investments and a managing director at Hamilton Capital, both Columbus, Ohio-based registered investment advisors.
“I am extraordinarily excited to be part of a the outstanding, values-based culture and team at OneAscent,” said Klingelhofer. “This opportunity allows me the opportunity to combine my industry experience and my calling to make a positive Kingdom impact through values-based investing.”
ABOUT ONEASCENT
OneAscent is a family of Kingdom-minded companies committed to delivering values-based financial solutions to advisors and investors. OneAscent Wealth, OneAscent Financial, OneAscent Investments, OneAscent Capital and OneAscent Family Offices each offer a comprehensive suite of faith-driven strategies and solutions designed to help advisors, investors and stewards live aligned with what they value most. OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors and investment resources. In these areas, we strive for clarity, communication and unity. OneAscent is headquartered in Birmingham, Ala., and serves clients through office locations across the United States.
For more information about OneAscent, please visit http://www.oneascent.com/.
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