Kevin is a Cincinnati native, which explains his unconditional love for the Bengals, the Reds, and Skyline Chili. It also explains his passion for the community and his desire to make a positive impact on others. Because of this, Kevin has found portfolio management to be a perfect career fit to use his skills and help others achieve their goals.
Kevin graduated from the University of Notre Dame in 2017 with a Bachelor of Business Administration degree in Accounting and a minor in Theology. After graduation, Kevin obtained his Certified Public Accountant (CPA) credential and began his career in Chicago, working for Deloitte in their audit practice.
In 2020, Kevin moved back to Cincinnati, where he joined the investment team at a local wealth management firm. While there, he learned the intricacies of portfolio and asset management, gained exposure to a spectrum of investment vehicles, and, most importantly, learned the value of a strong relationship between clients and advisors. In 2023, Kevin joined the investment team at Foster & Motley, where he hopes to continue building and nourishing his investment management approach.
Kevin and his wife Madison moved to the Deer Park community in Cincinnati in 2023 and welcomed their first child, Ila, shortly after. Together with Vader, their Black Lab, they continue to enjoy their newly expanded family. When free time arises, Kevin enjoys spending it with his family or being outdoors, whether golfing or taking Vader to the park
Quick Facts:
- Earned Chartered Financial Analyst (CFA®) designation, 2024
- Obtained the Certified Public Accountant (CPA) designation, 2018
- Member, Cincinnati CFA® Society
- Graduate of the University of Notre Dame with a Bachelor of Business Administration degree in Accounting and a minor in Theology, 2017
- Graduate of Moeller High School, 2013