Kevin brings decades of experience in managing money for individuals, families, trusts and foundations, primarily through the RBC Portfolio Focus program, an advisory account, where he is a senior portfolio manager.
Kevin grew up in Colorado and earned both a Bachelor of Science degree from the University of Colorado and an MBA from Southern Methodist University.
Out of school he was hired into the management training program at Manufacturers Hanover Trust Company, which ultimately merged with JPMorgan Bank, in New York City. During his time there, he gained a strong foundation in financial analysis as an analyst and bank officer.
In addition to his current position, Kevin has held a wide variety of leadership and management roles, including complex director and branch director with different firms, forging a broad and diverse industry background.
He currently serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA) and is a former president of the Virginia Security Industry Association. He also served on the RBC Bank, GA advisory board, and was a past charitable advisor for the Virginia Museum of Fine Arts.
His daughter Abigail and husband William live in the Richmond area with their two daughters. His son, Jack, is a U.S. naval officer in the Civil Engineering Corps. In his free time, Kevin enjoys reading, skiing and golfing.