"Because we deal with nearly every investment and planning scenario, we can deliver a disciplined process aimed at turn-key service for our clients."
Direct Phone: 203-683-1525
Cell Phone: 203-247-9054
Kevin is one of the founding partners of Coastal Bridge Advisors, bringing with him over 30 years’ experience in the financial services industry. He splits his time between our East Coast and West Coast offices, but prides himself on always being available for his clients regardless of the time zone.
Relying on his experience, easy access, and highly developed communication skills, Kevin is committed to building long-term relationships and to helping both individuals and their families achieve their own unique goals and objectives, . Most important, he says, is to make it easy. “Because we deal with nearly every investment and planning scenario, we can deliver a disciplined process aimed at turn-key service for our clients. Or, as we like to say in the office – to ‘Uncomplicate It’”
Prior to Coastal Bridge Advisors, Kevin made significant contributions at investment firms including Paine Webber, Oppenheimer & Co, Smith Barney, and Merrill Lynch Private Banking. Then, in 2008, Kevin and his partners formed Coastal Bridge Advisors to better serve their clients according to a fiduciary standard.
He attributes the company’s success and high client satisfaction to hard work and passionate customer service, saying, “I’ve been working since I was 15 years old and I’ve learned that the harder you work, the luckier you get. I have this ethic in common with many of our clients.”
Kevin received his Bachelor’s degree in Accounting from the E. Claiborne Robins School of Business at the University of Richmond in Virginia and currently splits his time between Connecticut and California, where he can pursue his free-time passion – golf.
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