Kevin joined Premier Wealth Partners in November 2020 as a senior leader on the Private Wealth Management Team. As Partner, he’ll bring his 23 years of financial services experience to expand Premier’s Wealth Management presence.
Kevin takes a genuine interest in the personal and financial needs of his clients by working together with them to cultivate enduring relationships. His unwavering commitment to assessing market and lifestyle risks and how they can impact one’s objectives is the primary tenet of Kevin’s practice. Goal-oriented analysis, coordination, and execution are provided for investments, retirement planning, risk management, tax minimization strategies, trusts*, and estate planning.
Prior to joining Premier, Kevin was a Wealth Management Advisor at TIAA working with high-net-worth families providing comprehensive financial planning and investment services. Kevin spent 16 years in NYC, London, and Hong Kong as a Trader for UBS and JP Morgan specializing in international investments for institutional and sophisticated clients.
Continuing education is a priority for Kevin. He holds the Certified Financial Planning (CFP®), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) designations. In addition, he holds FINRA Series 7 and 65 licenses and maintains life, health, and variable annuities product licenses. He received his B.A. in Economics from Binghamton University.
Kevin lives in Rye, NY with his wife, three children, and two dogs. In his free time, Kevin enjoys exercising, cooking, and spending time with family and friends. He also collaborates the with The Common Cents program to provide financial literacy education to pre-college teens. The purpose of this program is to teach its participants personal finance, investing basics, and entrepreneurship practices.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.