Rebekah L. Kohmescher CFP®, CPA
A founding partner of Altair at just 25 years old, Rebekah (“Beka”) Kohmescher accepted the newly created position of Chief Executive Officer (CEO) 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 (COO) 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.
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 age 40 in a nation-wide ranking based on individual contributions to the overall investment industry, leadership and promise for the future.
Prior to Altair’s formation, Beka was a consultant in Arthur Andersen’s Private Client Services practice.
Beka is on the Board of Directors and the Finance Committee of Community Health, 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 that exemplify the importance of making quality health care available to Chicago’s most underserved residents. She is also on the Finance Committee and the School Board of St. Benedict’s on the north side of Chicago.
Beka graduated cum laude from Xavier University with honors in accounting. She and her husband Steve, along with their three children, reside in Chicago’s Lincoln Square neighborhood.