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Biography

Kevin is a Senior Principal in the Saratoga Springs office.  He has over 15 years of experience advising high-net worth individuals, corporate executives and their families.  Kevin looks to create and implement thoughtful and tax-efficient long-term financial plans for his clients by synergizing their investments, tax planning, benefits and compensation, estate planning, risk management, and cash flow and retirement planning.  His goal is to be his clients’ foremost trusted advisor – their, and their family’s, first call when the next life event or financial matter presents itself.

Prior to joining Cerity Partners, Kevin was a Vice President at Goldman Sachs Ayco, serving as a Wealth Advisor in its Executive Wealth division.

Kevin lives in Latham, NY with his wife Erica and their three children.  In addition to spending time with his family and their activities, he enjoys playing tennis, hiking, and traveling.

Learn more about my practice.

Education

  • J.D. from Albany Law School (Concentration in Estate Planning)
  • M.B.A from Union Graduate College
  • B.S. in Finance and Accounting from Boston College

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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.