Kevin’s role as a Senior Financial Advisor & Portfolio Manager is to help clients meet their long-term goals through prudent and strategic investment planning. Kevin is responsible for constructing, developing, and explaining various investment strategies, and helping clients execute their preferred investment strategy in pursuit of their long-term goals. He excels in the client relationship management role and is responsible for day-to-day portfolio management as well as ongoing communications with clients.
Kevin previously worked for Optimized Transitions, a Registered Investment Advisory firm where he held a dual role as an Investment Strategist and a Relationship Manager. He spent 12 years as Vice President Senior Wealth Management Investment Advisor at a major bank. Kevin is experienced in account performance analysis, investor relations, market research, alternative investments, and financial planning. Kevin started his career at the Chicago Stock Exchange where he spent 14 years working as a Floor Broker and an Equity Specialist. He was responsible for order execution and market making in his various roles at the Exchange.
Kevin graduated from Xavier University with a Bachelor of Science in Business Administration. Kevin is on the following Boards where he offers his insight and guidance: St. Joseph Orphanage, Sarah House, Xavier University Executive Board of Advisors for the Williams College of Business. Kevin is married to Martha and they have two children, Fiona and Michael.