Kevin brings decades of experience in managing money for individuals, families, trusts and foundations, primarily through RBC's Porfolio Focus Program, an advisory account with discrentionary duty where he is a Senior Portfolio Manager.
He grew up in Colorado and earned both a Bachelor of Science degree from the University of Colorado and a MBA degree from Southern Methodist University.
After college he entered into the management training program for the money center bank Manufacturers Hanover Trust Company in New York City which ultimately merged into JP Morgan where 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 member of the Society of Colonial Wars in Virginia. Kevin is a past Advisory Board Member of RBC Bank, GA., and a former President of the Virginia Securities Industry Association, as well as a past Charitable Advisor for the Virginia Museum of Fine Arts.
His daughter, Abigail, is a teacher and mother in North Carolina, and his son, Jack, a U. S. Naval Officer in the Civil Engineering Corps. In his free time he enjoys reading, snow skiing and and playing golf.
