Kevin is a Founding Principal at Savvy Wealth, where he is responsible for initiating relationships with clients by understanding their objectives and presenting solutions across Savvy’s comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Management. Prior to joining Savvy, Kevin was a Principal at BNY Mellon, providing tailored investment offerings and financial strategies to families and institutions, primarily in the Southern California region. Before that, he held senior roles at Bessemer Trust, Bank of America Private Bank, and American Funds. Kevin is an Armed Service veteran, serving with the U.S. Navy Special Forces during Operation Iraqi Freedom.
Kevin is a Founding Member of Harvard Alumni Entrepreneurs Accelerator. He also serves as an Advisory Board Member at San Francisco State University and California State University, East Bay, consulting on numerous activities including strategic planning and big data integration. He is an active supporter of Iraq and Afghanistan Veterans of America (IAVA), as well as other veteran related charitable organizations. Kevin earned the Certified Exit Planning Advisor (CEPA) designation.
Kevin has a Master’s degree in Management from Harvard University, Graduate School of Arts and Sciences, and a Bachelor’s in Political Science from the University of California, San Diego. Kevin continues an active role in Harvard’s Alumni Entrepreneur Accelerator.