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Biography

Kevin is a Partner in the Saratoga Springs, NY office. He serves as a Practice Development Officer, working directly with practice leaders and colleagues across the firm to support organic growth and client development. He works in close partnership with each practice to craft and execute tailored growth strategies, develop new private and institutional client relationships, and support colleague development at every level. Kevin also plays a key role in facilitating firmwide strategic initiatives, helping to align individual practice goals with the broader vision of the firm.

Before joining Cerity Partners, Kevin held various roles over a 20+ year career at Goldman Sachs Ayco, most recently leading an advisory business that provided financial counseling to corporate employees and their families. Kevin holds his FINRA Series 7, 9 and 10 licenses.

Outside of the office, Kevin enjoys traveling with his family, downhill skiing, and (trying to) golf.

Education

  • MBA from the State University of New York at Albany
  • B.A from the State University of New York at Plattsburgh

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