Kevin is a Senior Vice President, International Wealth Advisor and has a great deal of experience advising senior executives of public and private companies, entrepreneurs, and families who are US based and many who reside in jurisdictions outside the United States.

Kevin takes a highly personalized approach to serve a select group of clients. He brings together his extensive experience with the full breadth of the firm's resources and capabilities to craft detailed, integrated plans that span multiple disciplines including investment management, wealth transfer, credit structuring, philanthropic efforts, and family office services.

Kevin is particularly skilled in implementing comprehensive investment and estate planning strategies that enable his clients to achieve personal, professional, and philanthropic goals while growing and preserving wealth across multiple generations.

Kevin earned his bachelor's degree from Harvard University and currently lives in Fairfield CT with his family and enjoys hiking, fishing, playing paddle, reading, and traveling.

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.