Kevin is a Client Advisor in the New York office focused on providing comprehensive wealth planning to corporate executives and wealthy individuals. He has more than fifteen years of experience in the financial services industry.

Kevin previously was a portfolio manager for BNY Mellon Wealth Management. In this role, he worked directly with clients to address their investment and wealth management needs.

Prior to joining BNY Mellon, he was responsible for providing complete financial planning advice including retirement analysis, estate planning, income tax preparation and investment portfolio management for corporate executives at the Ayco Company, L.P. (a Goldman Sachs Company).He also spent time at Merrill Lynch and AIG.

Kevin received a Bachelor of Arts from The Pennsylvania State University. He is a CFP® professional, completing the Certified Financial Planner program at Fairleigh Dickinson University.