B.A. in Accounting, Xavier University (cum laude)
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
Loves Hilton Head, SC., reading library books on an iPad and running half-marathons
Rebekah L. Kohmescher
A founding partner of Altair at just 25 years old, Rebekah ‘Beka’ Kohmescher accepted the newly created position of Chief Executive Officer on January 1, 2018, with responsibility for the overall management of the firm. Prior to becoming CEO, Beka spent her first eight years in a client service role, then shifted to an operational role, serving as Altair’s Chief Operating Officer since 2011. Under her leadership, the firm has redesigned entire aspects of the investment reporting processes, expanded online accessibility to account information for clients and restructured internal workflows to best meet client needs and improve internal efficiencies.
Additionally, Beka serves as the head of compliance for the firm, assisting with creating policies and filing annual reports with the SEC. She is also the direct supervisor for managers of the consulting, investment operation, client reporting and office administration teams.
Before Altair’s formation, Beka was a consultant in Arthur Andersen’s Private Client Services practice.
Beyond her work at Altair, Beka has been a mentor to young women pursuing finance and accounting majors and has been an industry advocate for bringing more women into the financial advisory field. In 2014, Beka was selected by Crain’s InvestmentNews as one of the top 40 advisers under 40 in a nation-wide ranking based on individual contributions to the overall investment industry, leadership and promise for the future.
Beka is on the Board of Directors and the Finance Committee of CommunityHealth, a free clinic that provides high-quality health care to more than 9,000 uninsured people annually. She was the 2015 recipient of CommunityHealth’s Visionary Award, an annual honor that recognizes those who exemplify the importance of making quality health care available to Chicago’s most underserved residents. She also serves on the Senior Advisory Board of the L.E.A.D.S. (Leadership, Empowerment, Action, Development and Service) program at Benedictine University, is a member of The Chicago Network and mentor through its Executive Women’s Mentorship Initiative program and serves on the Advisory Board and Finance Committee of the St. Benedict Preparatory School on the north side of Chicago.
Beka and her husband, Steve, along with their three children and black lab, reside in Chicago’s Lincoln Square neighborhood.
Please see important disclosures regarding accolades here.