Throughout his long career, Kevin has been devoted to helping people prepare for the most significant milestone in life – retirement. He helps corporate plan sponsors and their retirement, investment and finance committees meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals.
He has more than 25 years of experience in the financial services industry, and is a Certified Investment Management Analyst and Accredited Investment Fiduciary Analyst. He has extensive knowledge in key areas such as corporate retirement plan design, implementation, operation and distributions.
Before joining Raymond James in 2015, Kevin worked at Merrill Lynch for 24 years. He earned a bachelor’s degree from Fordham University. He is a member of the Investment Management Consultants Association, the Society for Human Resource Management, the National Association of Plan Advisors and The Retirement Advisor Council.
Throughout his career, Kevin has been committed to serving community organizations. He currently serves on the Board of Directors for Rockland Hospital Guild as well as on the Finance Committee for United Hospice of Rockland. In the past he served as chairman of the Board of Advisors for the Fordham University School of Professional and Continuing Studies. He has also served as board member and treasurer of Meals on Wheels of Rockland, and trustee for St. Margaret of Antioch Church, and as a leader in the Boy Scouts of America
In recognition of his efforts, he was named Meals on Wheels Business Man of the Year in 2015 and received the Fordham University Community Leadership Award in 2016.
Kevin has also won several prominent industry accolades, including the Financial Times 401: Top U.S. Retirement Advisors1 in 2015, 2016, 2017.
Kevin lives in his hometown of Pearl River, New York, with his wife, Jane.