Focus Area
As a Portfolio Solutions Analyst, Kevin is responsible for translating and implementing Fiduciary’s investment strategy in client portfolios by partnering with Fiduciary’s investment officers.
Experience
Prior to joining Fiduciary, Kevin was a Portfolio Administrator at Morgan Stanley/Eaton Vance’s WaterOak Advisors, responsible for executing trades and performing portfolio rebalancing across hundreds of portfolios. His duties consisted of attending research meetings focused on various asset classes, aiding his financial advisors with investment decision making, and monitoring client portfolios to ensure that the targets were in line with client specific guidelines. Before Morgan Stanley/Eaton Vance, Kevin was a Trader at TD Ameritrade executing orders on behalf of retail clients and directed trades from financial consultants at TD branches.
