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Kaleb Gottfred, MBA

Portfolio Implementation Analyst

Kaleb joined Midland in 2014 and currently serves as Portfolio Implementation Analyst for Midland Wealth Management. In this role, he focuses on assisting clients with their individualized investment needs to help them achieve their financial objectives. Leveraging his strong analytical skills, Kaleb conducts investment research and analysis, executes tailored investment plans for client portfolios, and collaborates closely with advisors and trust officers to ensure seamless implementation of investment solutions.

Kaleb obtained his bachelor’s and Master of Business Administration degrees from Cedarville University and holds the FINRA Series 65 license.