Kevin P. Hodson, CMT, CAIA, AIF®
Director of Investments
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.
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
Promotions Celebrated at AAFCPAs
Boston, MA (September 10th, 2024)—AAFCPAs, a preeminent 350+ employee CPA and consulting firm based in New England, is pleased to announce recent promotions in Assurance, Wealth Management, Tax, Outsourced Accounting & Fractional CFO, Business Process & IT Advisory, and our Infrastructure team. New Directors and Managers Angelina Lu, MSA, CPA. Now Director in AAFCPAs’ Commercial […]
The post Promotions Celebrated at AAFCPAs appeared first on AAFCPAs.
AAF Wealth Management Q2 2024 Market Insights
Note: These market insights were written prior to the weekend’s events. We express our sincere condolences to victims of last weekend’s assassination attempt on Donald Trump in Pennsylvania. It is another unfortunate example of the uncertainties we face on a global scale. We reaffirm our commitment to our core values of compassion, community care, and […]
The post AAF Wealth Management Q2 2024 Market Insights appeared first on AAFCPAs.
From The Desk of Kevin Hodson
During the past few months, we’ve been reviewing client accounts for tax strategies, i.e., losses, and preparing for Q3. I’ve also been having great conversations with clients about the direction of interest rates and inflation. In short, there’s been little movement. The Fed is keeping interest rates at their current levels and projecting just one […]
The post From The Desk of Kevin Hodson appeared first on AAFCPAs.