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.