Kevin works closely with clients to develop and manage customized portfolios that incorporate a wide variety of investment solutions catered to meet their financial objectives. He works with a number of entrepreneurs, corporate executives, charitable foundations, and private equity professionals to construct and manage portfolios meant to effectively navigate these clients’ needs around liquidity event planning, lifestyle expense funding, generational wealth transfer, and overall investment advisory services. As an investment specialist and core member of the NewEdge Wealth Investment Committee, he oversees the team’s portfolio construction process and plays an integral role in the firm’s efforts on asset allocation, investment implementation, macroeconomic outlook, and portfolio review and analytics. Kevin also collaborates heavily with his colleagues on the Wealth Strategy side of our business to incorporate prudent tax, trust, estate, and retirement planning insight into his portfolio management approach.
Prior to NewEdge, Kevin joined the foundational NewEdge Wealth team back at UBS following his completion of the firm’s two-year analyst program, during which he rotated through a variety of the bank’s investment product and advisory desks including fixed income sales, equity research, and ultra high net worth portfolio advisory. Kevin graduated from Bucknell University in 2015 with a B.S. in Global Management (International Business). He currently lives in New York City and holds Series 7 and 66 securities licenses. In his free time, Kevin is an avid fan of New York sports, live music, and triathlon training.
Registration Info:
Check the background of this investment professional on FINRA’s BrokerCheck.