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Biography

Kelvin is a Associate in the Boston office. He works closely with clients, prospects, advisors, and business partners with regards to their investment management, financial planning, estate planning, and administrative needs.

Prior to joining Cerity Partners, Kelvin’s first stop was at MFS Investment Services as a Client Service Representative. In September 2021, he joined Prio Wealth as an Operations Analyst before moving onto the role of Relationship Manager.

In his spare time, Kelvin enjoys playing golf, hiking, watching sports, and spending time with friends and family.

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Education

  • University of New Hampshire - Bachelor’s degree in Finance

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.