Kevin joined Wealthcare in 2015, having worked previously with investment and wealth management companies since 1990. He is responsible for the daily production and oversight of the firm’s client trading and investment operations and the associated professional staff.
Prior to joining Wealthcare, Kevin has served in senior level managerial roles at industry-leading organizations including Citi, BNY Mellon Asset Management, JP Morgan and Duetsche Alex Brown. Previously he has managed Trading, Transfer Agency, Mutual Fund Accounting and High Net Worth middle and back-office operations.
Kevin resides in Virginia and enjoys quality time with his two beautiful sons along with most outdoor activities.