Kevin P. Hodson, CMT, CAIA, AIF®

Wealth Advisor

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.

Kevin P. Hodson, CMT, CAIA, AIF®

Kevin P. Hodson, CMT, CAIA, AIF®

Wealth Advisor

Meet Kevin

“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.”

Contributed Insights

From The Desk of Kevin Hodson

From The Desk of Kevin Hodson

As we get the ball rolling in 2024, I’ve been working with clients on IRA contributions and tax filings. I’m also preparing to present at AAFCPAs’ Nonprofit Seminar in April. (We sent you an invite recently.) This event is a complimentary day of education we provide annually geared toward our nonprofit clients, primarily heads of […]

The post From The Desk of Kevin Hodson appeared first on AAFCPAs.

AAF Wealth Management Q4 2023 Market Insight

AAF Wealth Management Q4 2023 Market Insight

Last year was eventful both economically and otherwise, from bank failures in March to Fitch’s downgrade of U.S. government debt, a collapse in inflation, and the Federal Reserve signaling it might end rate hikes. In an ongoing commitment to keep you abreast on a range of issues that might affect you and your business, AAF […]

The post AAF Wealth Management Q4 2023 Market Insight appeared first on AAFCPAs.

From the desk of Kevin Hodson

From the desk of Kevin Hodson

On the Desk Closing out 2023, we are reflecting on the continuous noise that permeates the markets. Our long-term approach helps us stay focused, though, as we look past week-to-week disruptions to bigger picture indicators. Interest rate increases, for example, have been on everyone’s mind. We’re less concerned with those trends at this point, as […]

The post From the desk of Kevin Hodson appeared first on AAFCPAs.