Kevin is a Senior Advisor and a member of the Investment Committee. His primary role is to provide financial planning and investment management services to our clients. Prior to joining Private Capital Management, Kevin was a Senior Vice President, Senior Investment Advisor at Cherry Hills Investment Advisors. Previously, Kevin was a Vice President, Wealth Manager at Harbor Financial Group, Inc. Kevin is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a Chartered Financial Analyst (CFA®) charterholder.
Kevin holds a Bachelor of Arts in International Affairs from the University of Colorado, Boulder. He is a member of the CFA Society of Colorado and CFA Institute. He has also served on the University of Colorado International Affairs Advisory Board.