Kevin M. Hrdlicka
Chief Operating Officer / Chief Compliance Officer
Kevin is the Chief Operating Officer and Chief Compliance Officer in Savant’s Rockford, IL office, is a member of the Executive Team, and has a membership interest in Savant. He is secretary of the Investment Committee, chair of the Compliance Committee, and a member of the Fiduciary Committee, an internal panel that reviews our retirement plan service providers to comply with ERISA Section 3(16) fiduciary status. He is also a member of the Information Security Committee, an internal panel that provides guidance and leadership in the protection of Savant's information, assets, and technology.
Kevin oversees the investment research, investment operations, trading, and compliance departments. He is responsible for portfolio management, contributing to Savant's investment strategy, and managing investment processes for clients. He oversees the content that appears in Savant's newsletters and website and manages the relationships for all of Savant's custodian partners. He is responsible for ensuring that Savant fulfills its fiduciary duties while operating within the confines of the regulatory requirements of the Securities and Exchange Commission and state securities laws.
Kevin previously worked as an investment research analyst and provided investment research, performance tracking, and portfolio analysis. Prior to that role, he worked as an assistant trader for Savant and led a variety of portfolio management tasks.
Kevin earned a bachelor of science degree in business administration with an emphasis in finance and a minor in economics from Truman State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and has attained his Chartered Financial Analyst® (CFA ®) designation. He serves on the board of directors for Keep Northern Illinois Beautiful.
Kevin began his career with Savant as an intern in May 2007 and joined Team Savant in May 2008.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.