Capital Wealth Advisors
Kevin Erndl, Partner & Senior Portfolio Manager at Capital Wealth Advisors

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Kevin Erndl

Partner

Kevin is Partner1 of CWA Asset Management Group, LLC, and Managing Director of the Custom Wealth Solutions division of First Trust Advisors, LP2

Previously, Kevin served as Senior Portfolio Manager of CWA Asset Management Group, LLC, where he was instrumental in the launch of the Global Core strategy. Prior, Kevin managed
discretionary portfolios at UBS and Morgan Stanley and was a research analyst at Vanguard’s Quantitative Equity Group.

Community Causes

  • Founder & Chairman of T2 Aquatics
  • Volunteer Swim Coach

Education

  • BA in Economics, University of North Carolina at Chapel Hill
    • All-ACC swimmer

Designations & Licenses

  • Series 66
1 Kevin Erndl is not an equity partner of CWA Asset Management, LLC.
2 Kevin Erndl (an employee of First Trust Advisors, LP (“FTA”)) manages the Global Core strategy in his role as Managing Director of the Custom Wealth Solutions division of First Trust Advisors, LP. Global Core is provided as a model from FTA to CWA. Kevin Erndl is also an equity partner in CWA Risk Management, LLC and CW Institutional, LLC. First Trust Advisors, LP, is an investment adviser managing options strategies which are recommended, if suitable, to certain CWA clients, for an additional fee. For additional disclosure regarding CWA’s relationship with FTA and the Global Core Strategy, please see CWA’s Form ADV part 2A.

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