With over 18 years of wealth and investment management experience, Kevin provides strategic direction and oversight for our Advisor Services Group and Family Office. His responsibilities include developing and executing long-term plans for CWA’s investor services to ensure continuity between clients, investment professionals, and portfolio managers.
- Founder & Chairman of T2 Aquatics
- Volunteer swim coach and past board member of the Greater Naples YMCA
- BA in Economics, University of North Carolina at Chapel Hill
- All-ACC swimmer
Designations & Licenses
- Series 65