With over 20 years of wealth and investment management experience, Kevin serves as Partner & Portfolio Manager of Capital Wealth Advisors¹. His responsibilities include managing the firm’s Global Core strategy and developing and executing long-term investment solutions.
Prior to joining Capital Wealth Advisors in 2016, Kevin began his career in financial services with The Vanguard Group in 2002 before moving to Naples in 2005 with UBS. He later served as an advisor to select families within a multifamily office.
He lives in Naples and is a competitive cyclist and avid fisherman.
- Founder & Chairman of T2 Aquatics
- Volunteer Swim Coach
- BA in Economics, University of North Carolina at Chapel Hill
- All-ACC swimmer
Designations & Licenses
- Series 66