Kevin joined Rockefeller in 2021 and has more than twenty-five years of industry experience. Kevin has also held advisor roles with UBS, Lehman Brothers, and JP Morgan Chase. Kevin focuses on working closely with his clients and their families to develop long-term plans that help assist them in the pursuit of their near-term and long-term goals. He places a high priority on establishing lasting relationships with clients, and assisting them in creating peace of mind regarding their financial future.
Kevin holds a bachelor’s degree in accountancy from Villanova University. Along with his wife Cathy and their two children, Kevin enjoys fishing, camping and snowboarding.