As senior vice president of wealth management, Kevin works to execute upon the strategic and tactical initiatives of the firm. He focuses on acting as an advocate for Kaiser Hoffman’ partner firms, ensuring they have access to leading resources and support to help them deliver for clients.
Prior to joining Kaiser Hoffman, Kevin was a senior relationship manager at HSBC Investments, where he worked closely with Kaiser Hoffman. Through his 17 year tenure at HSBC, Kevin held various roles throughout the retail and institutional brokerage businesses, including positions in national financial services, capital markets and institutional wealth services. Kevin’s past experience also includes working as a head trader with Bainco International Investors.
Kevin has a bachelor’s degree in marketing from the Isenberg School of Management at the University of Massachusetts in Amherst. He has passed the Series 7 and 63 exams.