BKD Wealth Advisors names Layman first CIO

Jack E. Thurman, president of BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP, announces the promotion of Principal Jeffrey A. Layman to chief investment officer effective April 1, 2008.

Layman is the first individual to hold this high-level post since the subsidiary's inception in 1998. With $1.5 billion in assets under management as of December 31, 2007, BKD Wealth Advisors serves more than 1,100 clients in 32 states. Office locations are in Little Rock, Indianapolis, Denver, Kansas City, and Springfield.

"This promotion signals another milestone in the firm's strategic development," Thurman said. "With the growth of BKD Wealth Advisors, we are positioned to expand our integrated wealth management services under Jeff's leadership as chief investment officer."

With nearly 20 years of experience in portfolio and investment management, Layman is chair of BKD Wealth Advisors' Investment Committee. He develops, implements and oversees the firm's investment management process, including investment selection for high net-worth families and institutions.

Layman is a Chartered Financial Analyst® charter holder and received an MBA in 1995 from Missouri State University, Springfield. Before joining BKD, he was senior portfolio manager in the private bank group of a nationwide banking organization.

You may like these other stories...

Here's a CPA who truly walks the walk. On March 15, Frank Ryan, CPA, departed San Diego, California, with plans to be in Ocean City, Maryland, by July 2 to teach a course at the Maryland Association of CPAs’ (MACPA...
When Theodore J. Flynn first joined the Massachusetts Society of CPAs (MSCPA) in 1970, it was a different world and a different profession.  The "Big Eight" were still headquartered in Boston. Vietnam War...
Accountant Rickey Charles Goodrich had it a little too good. Many bean counters would kill to serve as financial guru to the likes of Pearl Jam. Goodrich was hired in 2005, and the following year, he became the CFO of Curtis...

Already a member? log in here.

Upcoming CPE Webinars

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.