Kevin brings 10 years of wealth management experience to our team.  Kevin joined the team in 2013, assisting with operations, client servicing, and reporting.  After completing his series 65 Certification Kevin has been focused on portfolio management and investment research.

Kevin is responsible for developing capital markets research, portfolio analysis, implementing portfolio changes, and servicing client’s investments and portfolio’s needs.  Kevin works closely with individual clients while also maintaining a specialty in company retirement plans.  He is also a member of our Investment Committee.

Kevin grew up and currently resides locally in White Plains.  After graduating Iona Prep, Kevin earned his BA in History from Tulane University, and recently completed his MBA with honors in Financial Management from Iona College.  Outside of the office Kevin enjoys golf, his dogs, and the Denver Broncos.