Kevin is a Client Services Director and serves on the firm’s Investment Committee. Kevin has 15 years of experience advising high net worth clients and institutions in all areas of asset and wealth management. He has extensive expertise in constructing and monitoring investment portfolios and works side-by-side with clients to develop and implement tailored financial plans that help them to achieve their personal financial objectives. Prior to joining Geller & Company, Kevin worked at Russell Investments where he advised institutional clients on investment strategy and implementation. Additionally, he provided investment advice and financial planning services to high net worth individuals at the Citigroup Private Bank. Kevin received a BA in Economics from Connecticut College and an MBA with a concentration in Finance from Marist College. He is a Certified Financial Planner™ Practitioner and holds a FINRA Series 3 license.
Contact Kevin at email@example.com