SENIOR INVESTMENT STRATEGIST
Kevin is passionate about learning, finding cause and effect relationships and optimizing technological tools for better decision making. This has served him well in his career and as Senior Investment Strategist at HT|TC Wealth Partners.
Kevin’s professional career began at The Boeing Company where he was an industrial engineer and later moved into business analyst positions. He applied his analyst skills at financial firms such as Nuveen, Markit and MB Financial. While at Markit he worked with hedge funds, pension funds and wealth management firms to create new investment solutions. Kevin earned both a Master of Business Administration and Master of Engineering Management from Washington University and a BS in industrial engineering from Marquette University.
His depth of experiences in quantitative, economic, financial, and investment analyst roles at major financial institutions equips him well to serve TC Wealth Partners and its clients. Kevin serves as co-chair of the Investment Committee and assists the firm in managing investment strategy, asset allocation, portfolio construction and the investment vehicles utilized in portfolios.
“I love that I can combine my engineering background with my finance skills,” Kevin says, “to help build financial solutions for our clients.”
Married with three boys, Kevin loves coaching his son’s hockey teams, enjoys playing hockey and golf, and claims the rare title of “triathlete.”