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Biography

Kevin is a Partner and Practice Manager in the Saratoga Springs office. He leads a team of advisors who specialize in financial planning, investment management, insurance risk management and estate planning for individuals and corporate executives.

Prior to joining Cerity Partners, Kevin held various roles over a 20+ year career at Goldman Sachs Ayco, most recently overseeing an advisory business providing financial counseling to corporate employees and their families.  Kevin holds his NASAA Series 66 and FINRA Series 7, 9 and 10 licenses.

Outside of the office, Kevin enjoys traveling with his family, downhill skiing and (trying to) golf.

Education

  • MBA from the State University of New York at Albany
  • B.A from the State University of New York at Plattsburgh

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By clicking “Schedule Now”, 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.