Focus Area
Kevin works closely with individuals, families and foundations to provide customized wealth planning advice for each unique situation. This is not a “one size fits all” job and he takes great pride in connecting his clients to the talented professionals at Fiduciary Trust.
Experience
Kevin has over 15 years of industry experience. Prior to joining Fiduciary Trust, he was a Vice President and Private Wealth Advisor at Bernstein Private Wealth Management where he advised high net worth individuals and families. Additionally, he’s held positions at Natixis Investment Managers and Eaton Vance.
Community Involvement
St. Francis House, Investment Committee
Concord Carlisle Youth Hockey, Board Member
Personal
Originally from Vermont, Kevin now lives in Concord, MA with his wife and four kids. If there’s any free time left, he enjoys coaching his kids’ sports teams, golfing and skiing.
