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Managing Principal, Community & Technology Engagement at Commonwealth Financial Network
Managing Principal, Community and Technology Engagement · Commonwealth Financial Network
Kol Chu Birke — Managing Principal, Community and Technology Engagement · Commonwealth Financial Network · Waltham, Massachusetts, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Kol has been with Commonwealth since 1999. After spending nearly 20 years helping build out our industry-leading advisor technology suite, he is now working to strengthen the connection between those in our community of advisors and our home office team, as well as to connect them to our most valuable tools and resources. In addition, he is passionate about financial behavior, with a hunger for making financial planning easier and more effective by helping advisors leverage the latest behavioral insights and techniques.
Kol has been honored in Investment Advisor magazine’s IA25, a list of the most influential people in our industry, for his work at the intersection of technology and financial psychology. His writing has been featured in InvestmentNews, The Journal of Financial Planning, and ThinkAdvisor, and he has spoken at numerous industry conferences, notably as keynote of the Financial Planning Association’s Retreat.
Kol received his BA in economics from Brandeis University, his Master of Applied Positive Psychology degree from the University of Pennsylvania, and completed Harvard's OPM program. He is a Certified Usability Analyst; holds FINRA Series 7, 24, and 66 securities registrations; and has the CFP® certification.
Kol enjoys adventures with his family, mountain biking, chopping wood, and supporting those who are helping America live out our most inspiring ideals.
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Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®
2016 Investment Advisor magazine’s IA 25, created by ThinkAdvisor, presented in April 2016. This distinction recognizes influential financial professionals. It is not specific to financial services, does not imply an endorsement or recommendation, and does not reflect the advisor's performance. Visit https://tinyurl.com/7utzvjfd for more information.