Experience 23 Years
Kevin oversees a team of client service associates who serve GW&K’s private wealth and institutional client base. His day-to-day oversight of client service operations gives him the opportunity to cultivate strong inter-department working relationships as he develops and evaluates workflows with a focus on identifying potential risks to, and opportunities for, the firm and its clients.
Prior to joining GW&K, Kevin held service and operations positions at investment management firms such as Wellington and Fidelity. He also spent over eight years on the custody side of the industry in a variety of roles. Kevin’s past experience in operations, client service, and project management give him a deep background and understanding in the workings of the securities markets.
Kevin graduated from Boston College with a BA in Economics.
As a flat organization with an open-door policy, everyone at GW&K has access to the brightest minds across all levels of the organization. Asking questions and challenging opinions is encouraged. As a manager, I find this extraordinarily helpful in keeping my team learning, engaged, and best positioned to service our clients.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article