Kevin Buckley
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Kevin Buckley

Partner
Kevin is a Partner in the New York office and has more than fifteen years of experience in the financial services industry. He provides comprehensive wealth planning to corporate executives and wealthy individuals.

Kevin previously was a portfolio manager for BNY Mellon Wealth Management. In this role, he worked directly with clients to address their investment and wealth management needs. Prior to joining BNY Mellon, Kevin was responsible for providing complete financial planning advice including retirement analysis, estate planning, income tax preparation and investment portfolio management for corporate executives at the Ayco Company, L.P. (a Goldman Sachs Company). He also spent time at Merrill Lynch and AIG.

Kevin received a Bachelor of Arts from The Pennsylvania State University. He is a CFP® professional, completing the Certified Financial Planner program at Fairleigh Dickinson University.

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New York

335 Madison Ave
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(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626