Kevin works closely with clients to develop and manage customized portfolios that incorporate a wide variety of investment solutions catered to meet their financial objectives. He works with a number of entrepreneurs, corporate executives, charitable foundations, and private equity professionals to construct and manage portfolios meant to effectively navigate these clients’ needs around liquidity event planning, lifestyle expense funding, generational wealth transfer, and overall investment advisory services. As an investment specialist and core member of the NewEdge Wealth Investment Committee, he oversees the team’s portfolio construction process and plays an integral role in the firm’s