Meet Krunch
D. Krunch Kloberdanz, CFA®
Advising Approach
Krunch’s focus centers around his dedication to executing on behalf of his clients, delivering next-level service, and building strong relationships. Over the years, his clients have become close friends, and many of them view Krunch and the practice as an extension of their family. He is there to support them as both a sophisticated wealth advisor and general consultant, offering guidance in a variety of areas, from helping clients grow their assets through liquidity events to all aspects of family legacy planning, including investment strategies, estate planning, and family dynamics. His clients trust his dedication, honesty, and intensive work ethic, knowing that every piece of advice comes from a true belief in what’s best for his clients.
Areas of Expertise
As a charterholder of the distinguished Chartered Financial Analyst® designation, Krunch specializes in highly sophisticated investment and planning strategies. He is a strong proponent of alternative investments, helping clients craft strategic portfolios that capitalize on unique opportunities. With his attention to detail and long-term approach, his clients trust that every strategy he presents to them will be extremely thorough, intentional, and resourceful.
Clients
Krunch works with affluent families and individuals, providing tailored solutions to help them maximize their wealth and safeguard their legacies. He specializes in family-office management, going beyond basic financial planning to equip multiple generations for meaningful success. He strives to serve as the family’s confidant and main trusted advisor, partnering with their other financial professionals to ensure every decision drives them efficiently toward their goals.
Many of Krunch’s clients are also entrepreneurs, and he focuses heavily on helping them grow their businesses and navigate complex planning scenarios in growing their companies and ultimately leading to an exit or liquidity event. He understands that their companies often feel like part of their family, and it’s important to him to help clients excel in an area that means so much to them. Leveraging investment- and corporate-banking resources, he has guided many clients through mergers and acquisitions, crafting customized pre- and post-transaction strategies to maximize returns, with goals to minimize tax liabilities and prepare their families for new opportunities and life-changing events.
Awards & Accolades
Krunch has been recognized as an industry leader, having been named one of Barron’s Top Financial Advisors in the nation and nominated for The Wall Street Journal’s Top 40 Under 40 award.
Education & Designations
- Chartered Financial Analyst® (CFA®)
- Master of Business Administration in Finance – Vanderbilt University
- Bachelor of Science in Economics and Human and Organizational Development – Vanderbilt University
Values & Drive
While he played many sports growing up, Krunch achieved his greatest success in tennis—an experience that helped shape who he is today, both personally and professionally. Prior to college, he was consistently the top-ranked player in Oklahoma and the Missouri Valley, won multiple U.S. National Junior Championships, and represented the United States on the national team multiple times. He went on to compete as the No. 1 player at Vanderbilt, earned All-SEC honors, served as team captain, and still holds multiple school records today. His time on the professional circuit was cut short by a back injury, prompting Krunch to return to Vanderbilt to earn his MBA. Throughout his athletic career, he developed core principles and values that now guide his professional life—dedication, determination, persistence, a strong work ethic, and an unwavering commitment to ethics and integrity. Krunch understands that success in this business is shaped by both hard work and opportunity—and that the harder you work, the more opportunities come your way.
Professional Background
Krunch started his financial career in 1998 with SunTrust Securities before earning his MBA. In 2002, he became part of a private wealth management group at Lehman Brothers, where he built and grew a successful business managing the assets for wealthy families and institutions. He managed everything from business development and client relationships to portfolio construction. He then spent seven years at Credit Suisse, and while building a successful business, he also served as a Key Account Manager for one of the firm’s top clients. In 2015, he joined UBS, where he continued to grow and develop his practice before becoming completely independent in 2026.
Community Involvement
Over the last 15 years, Krunch has had the privilege of coaching all three of his children in sports. Much of that time was spent coaching youth football, which he considers to be one of the best things he’s ever done. He valued both quality time with his son and the chance to mentor young kids and help them grow into thriving adults through the traits, values, and lessons Krunch learned from his most influential coaches and mentors.
Krunch is also part of a dad band called The Deplorables that plays at different school events, charity functions, and other events around Atlanta. Their true passion is their annual Deplora-Ball—an event that Krunch and his wife Courtney started with a goal to raise money for the Make-a-Wish Foundation. Over the years, the event has grown into a record-breaking fundraiser, raising close to a million dollars for a non-Make-a-Wish-sponsored cause.
Personal life
Krunch grew up in Oklahoma City and today lives in Atlanta with his wife Courtney, their son Whitty, and their daughter Bailey. Their oldest daughter, Palmer, is currently in college. As a family, they enjoy spending time at their home in the Blue Ridge Mountains, being involved with their local church, making music together with their family band called the Rockstar Bandits. Krunch is an avid golfer and die-hard Oklahoma Sooners football fan.