Kevin has been with Tillman Hartley since 2007 and serves as the firm’s Chief Executive Officer and relationship lead on Family Board of Directors cases. As CFA® Charterholder, he brings technical expertise and intellectual curiosity to all aspects of the firm's investment activities. Kevin enjoys helping clients gain a comfortable understanding of their often-complex financial lives. Kevin holds a Bachelor of Science degree in Engineering from Duke University, the Chartered Financial Analyst (CFA®) designation, and maintains the Series 65 license (Investment Advisor Representative). Prior to joining Tillman Hartley, Kevin was a Professional Engineer and served as an officer in the United