Kevin is a member of our Investment Committee, overseeing the team’s investment management research and portfolio construction processes. His responsibilities include investment due diligence and implementation, asset allocation, portfolio construction, macroeconomic research, portfolio review, and analytics. 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. Kevin also manages a discretionary structured products portfolio as part of the firm’s suite of proprietary strategy offerings.
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.
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