Kevin McCulley, CFA®, CFP®

Senior Advisor

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 received his Bachelor of Arts in International Affairs in 2007 from the University of Colorado Boulder. Kevin is a Certified Financial Planner™ professional and is a holder of the right to use the Chartered Financial Analyst®, CFA® designation from the CFA Institute. 

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