Kevin is a Wealth Advisor at AAF Wealth Management, providing comprehensive solutions for high-net-worth individuals, as well as for-profit and not-for-profit organizations.
Kevin’s expertise strengthens each client’s financial situation by delivering a full range of solutions, identified based on need and uncovered through on-going consultative meetings and interactions. These solutions include personal financial planning, investment management, tax advisory, insurance, estate & philanthropic planning, and business succession planning.
Kevin has a long history of advising clients with significant wealth and managing conventional as well as complex alternative investment strategies. He customizes portfolios and personalizes strategies to meet each client’s individual investment goals and risk tolerances.
Kevin brings 23 years of experience in financial services to the AAF Wealth Management team, as well as 6 years of service as an active-duty officer in the United States Marine Corps.
Kevin earned a bachelor’s degree from Providence College, graduating cum laude. He holds both the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) credentials, as well as the Accredited Investment Fiduciary (AIF®) designation.
Kevin maintains an active membership in the Boston Semper Fidelis Society which serves the needs of current and past Marines located in the greater Boston community. He is an avid supporter of both the Marine Corps Scholarship Foundation which provides financial scholarship assistance to the children of Marines injured and killed in the line of service, as well as the Semper Fi & America’s fund organization.
He lives in Marlborough, MA with his wife, two children and Olde English Bulldogge, Harley.
“I meet with clients without any presuppositions. I truly enjoy getting to know each one, and understanding what’s important to them, and why. Only then am I able to provide the most appropriate solutions.”