Kevin combines his passion for wealth management with Wall Street M&A experience in order to help financial advisors achieve their goals and do what they do best – serve their clients. After earning his MBA in Finance from Columbia Business School in 2015, Kevin joined Barclays as an M&A investment banker where he worked on a variety of transactions worth $10B in cumulative enterprise value.
Kevin’s passion for wealth management comes from his seven years at Dimensional Fund Advisors working closely with independent RIAs. Kevin was the point person for Dimensional’s relationships across NY and CT totaling $30B+ in AUM. Prior to Columbia, Kevin spent nearly a decade on Wall Street with Deutsche Bank and Jefferies in investment management. He graduated from Boston College cum laude with a double major in English and Philosophy.
Kevin and his wife Gina are native New Yorkers who now call Charlotte, NC home. Their days are spent running around with their two sons Owen and Will while their cat Binx runs the household. Kevin enjoys golf, skiing, travel and playing guitar.