As the Director of Business Development and Investment Strategy, Kevin focuses on identifying individuals and families who will benefit from the high level of service and expertise provided by the firm’s comprehensive planning approach. He enjoys introducing and connecting people to Affinity BST Advisors’s personal CFO and the family office services solution, while also developing investment strategies required by the custom plans.
Prior to joining Affinity BST Advisors, Kevin was a Wealth Advisor with Wilmington Trust, N.A., where he advised high-net-worth families on planning and investment solutions. Kevin also held similar positions with Morgan Stanley’s Private Wealth Management division and Credit Suisse’s Private Banking. Kevin is Series 7 and Series 66 certified and has a New York State Life, Accident and Health license.
Originally from Rochester, Kevin graduated from the University of Notre Dame with a bachelor’s degree in Government and International Studies, before going on to receive his MBA in Finance and Investments from the university’s Mendoza College of Business. A resident of Pawling, New York, Kevin is involved in several non-profit organizations, including the Community Foundation of Orange and Sullivan Counties, the Anderson Center for Autism, the Hudson Valley Economic Development Corporation, and The Friends of T.J. Foundation. When Kevin is not working, you can find him on the golf course. His other passions include hockey, history, and mocha chip ice cream. One day, he hopes to invest some of his own time and strategy skills into a trip to New Zealand.
"I am our clients’ first step to success.”