As Principal, Municipal Bond Portfolio Manager, Kevin oversees municipal strategy and internal portfolio management across the NewEdge Investment Platform. He also serves as a tax-exempt strategist, working closely with advisors and clients to provide market insights, security selection, and portfolio construction expertise on the municipal market. With over 30 years of industry experience, Kevin brings a wealth of knowledge to his role. Before joining NewEdge, he was an Executive Director at UBS Asset Management, where Kevin was a senior portfolio manager on a team that managed $29bill in municipal SMAs and Mutual Fund assets. Previously at UBS Asset Management, he was Head of Municipal Trading, managing a team that traded over $4bill per year.
Kevin holds a Bachelor of Science in Marketing and Management from Siena College. Kevin and his family reside in Larchmont, NY. Kevin enjoys baseball, biking, and playing music outside of work. He is actively involved in local youth sports and can often be found on the sidelines and in the stands along with his wife, cheering on his four children in baseball, softball, basketball, and field hockey.