
As an Executive Vice President and Financial Advisor, Kevin takes a holistic approach to wealth management helping clients build, manage, preserve, and efficiently transfer their wealth. Kevin works primarily with retirees, corporate executives and small business owners. He offers a wide range of wealth management services, utilizing best-in-class research and a propriety investment selection process with an emphasis on tax-sensitive investing.
Kevin has over 30 years of experience in financial services. Prior to joining Seventy2 Capital, Kevin worked with Merrill Lynch, UBS, and Wells Fargo Advisors. Kevin also earned his FINRA Series 7 registration.
Outside of work, Kevin enjoys working out and spending time with his wife and kids. He graduated from Rutgers University with a Bachelor of Arts and Sciences degree.
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