Kevin is a Partner and Market Leader for the San Francisco Bay Area. He focuses on optimizing wealth through efficient investing, risk management, and tax strategy. His expertise includes portfolio design and management, estate planning, charitable giving, and other wealth management strategies — all designed to meet wealth-building goals of affluent individuals and organizations.
Before joining Cerity Partners, Kevin was the Chief Executive Officer for B|O|S. In this role, he provided strategic leadership, guided the firm’s investment and financial planning leadership, and advised select clients. Prior to B|O|S, Kevin worked for several large financial services companies including Charles Schwab & Company, Visa International, and Providian Financial Corporation. At Charles Schwab, Kevin was a member of the Affluent Client Group, playing an important role in helping to launch several new wealth management and estate planning services, including the Schwab Fund for Charitable Giving.
Kevin is a member of the Forbes Finance Council and was selected as one of the top 1,200 financial advisors in the country by Barron’s in 2014.
Kevin earned his Bachelor of Science in Managerial Economics from the University of California, Davis and Master of Business Administration in Finance from the Marshall School of Business at the University of Southern California. Kevin also received his Wealth Management Theory & Practice certification from the Yale School of Management and holds the Certified Financial Planner (CFP®) designation. He is a former member and past Treasurer of the Blind Babies Foundation Board of Directors and a former Advisory Council member for the Buck Institute for Research on Aging.
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