Kevin is one of four founding partners of Coastal Bridge Advisors with over 30 years’ experience in the financial services industry. He is responsible for leading the firm’s client acquisition efforts as well as overseeing Coastal Bridge Advisors’ West Coast activities. Kevin is committed to building long-term relationships and helping individuals and their families achieve their own unique goals and objectives.
Prior to Coastal Bridge Advisors, Kevin gained experience at various investment firms including Paine Webber, Oppenheimer & Co, Smith Barney and Merrill Lynch Private Banking. In 2008, Kevin and the other founding partners left Merrill Lynch to form Coastal Bridge Advisors, an independent Registered Investment Advisory Firm, to better serve their clients according to a fiduciary standard.
Kevin received his Bachelor’s degree in Accounting from the E. Claiborne Robins School of Business at the University of Richmond in Virginia.
Kevin lives in Westport, Connecticut and Santa Barbara, California splitting his time between both coasts. When not working, Kevin enjoys playing the guitar, hiking and golfing.