As a trusted advisor for over 11 years, Kevin guides individuals, families and foundations with their investment needs. He has in-depth experience in asset allocation modeling, estate structuring, and asset manager evaluation. In addition to working with clients, Kevin has assisted with a number of firm-wide efforts related to Bel Air’s growth from a company with $3 billion in assets under supervision in 2002 to over $7 billion today. Kevin joined Bel Air Investment Advisors LLC in 2002 as a financial analyst. In 2004, Kevin became the firm’s youngest investment advisor by more than ten years.
Prior to joining Bel Air, Kevin had experience at Morgan Stanley, Century National Bank and the U.S. State Department in Berlin. He currently serves on the board of directors for the True Colors Fund.
After attending Junipero Serra High School in the San Francisco Bay Area where he was born and raised, Kevin received his B.A. from Stanford University. His hobbies include fitness, reading, traveling and skiing. He is proficient in German and semi-proficient with Spanish.