Kevin joined Cardinal Hill Wealth Advisory Group, LLC as Executive Vice President for Business Development in December 2008 continuing a highly accomplished career on Wall Street. Kevin began his career at EF Hutton as a Junior Analyst in Equity Research Marketing where he was responsible for marketing equity investment ideas to the firm’s financial advisors through internal communications. With an interest in working more directly with clients, Kevin took a position with Lehman Brothers in which he implemented strategic marketing of the firm’s investment services to prospective high net worth clients.
Capitalizing on his entrepreneurial ability and investment management skills, Kevin became a financial advisor/financial planning specialist with Smith Barney where he was a Vice President-Wealth Management in the Private Client Division for over 20 years. He managed portfolios for over 300 clients specializing in holistic financial and investment planning for individual high net worth clients. His proven ability in client relations and experience in navigating through all market conditions is the hallmark of his success in relationship management.
Kevin obtained his B.A. from Fordham University and was a post-graduate student in economics at Columbia University. He holds his series 7, 63, and 65 with Cetera Advisors and is licensed in Life, and Accident and Health.