Kevin is a financial services professional with over two decades of experience guiding individuals and families through complex wealth management decisions. He began his career at Lehman Brothers before moving to leadership roles at Barclays Wealth and Wells Fargo Private Bank, where he advised high-net-worth clients on investment strategy, estate planning, and philanthropic giving.

Today, Kevin works at Janney, Montgomery, Scott, one of the oldest financial firms in the US, where he specializes in helping clients align their financial goals with long-term family and charitable priorities. Known for his clear communication and steady guidance, he has built lasting relationships with clients who value his disciplined approach to planning and execution.

A proud Irish American, Kevin traces his Irish heritage directly to his paternal and maternal grandparents, who emigrated to Boston from Ireland in the late 19th century. Outside of his professional life, he is actively involved in philanthropic initiatives, particularly those related to education and healthcare.

Kevin and his wife, Kathleen, enjoy supporting local organizations, traveling, and spending time with their six children.