Clients are always top priority with Kevin. In addition to delivering on the expectation of responsive and quality service, Kevin’s personable approach allows him to build strong, lasting relationships with both clients and their service providers. The result is a deeper understanding that helps him better tailor the services he provides.
Kevin has spent his entire career focused on the investment industry. Responsible for the overall coordination and execution of audits, he works with various client types and investment vehicles — from investment advisers and outside service providers to mutual funds, hedge funds, exchange-traded funds and closed-end funds. Kevin works with a variety of investment strategies ranging from start-up equity funds to fund families with significant alternative investments.
Kevin lives in Bay Village, Ohio, with his wife. He enjoys sports and travel.