Senior Financial Advisor
After graduating from Boston College with a degree in Economics & Philosophy, Kevin started his professional career at EMC and Comdisco, Inc. Following a successful career in the computer industry, he decided to transition into the wealth management industry with Merrill Lynch. Later, he established his own independent investment advisory firm. As an independent investment advisor, he works with high net worth individuals, business owners, non-profit organizations and corporate executives building, managing, and monitoring, portfolios of investments customized to their individual needs and objectives. Since he believes that investing is not a series of isolated transactions, but a commitment to a process, he encourages investors to develop a long-term written financial plan.
Kevin is an active participant in multiple events and fundraising activities to help the fight against cancer. Swim Across America, Inc., [SAA] is dedicated to raising money and awareness for cancer research, prevention, and treatment through swimming-related events. With the help of hundreds of volunteers like Kevin nationwide, SAA is helping find a cure for cancer through athleticism, community outreach and direct service.
Kevin grew up in Basking Ridge, NJ and now lives in Baltimore, MD with his wife Ellie and three children Jack, Courtney and Rory.