Kevin has more than 25 years of experience in both corporate banking and portfolio management in the wealth management industry. He is the group leader and head portfolio manager - portfolio FOCUS program for the team’s core portfolio asset management accounts.
Kevin has oversight responsibility for over $2 Billion in client assets (of which the group directly manages $330 million) in his capacity as Branch Director in Richmond VA and its various NC satellites. He’s been a top level advisor and held numerous managerial roles throughout his career, giving him broad experience in handling a range of issues surrounding investments, operations, compliance, legal and human resources. He also is the past President of the Virginia Securities Industry Association and is a current Arbitrator for the Financial Industry Regulatory Authority. Kevin received his Bachelor of Science degree from the University of Colorado, and earned a Master of Business Administration degree from the Cox School of Business at Southern Methodist University.