Overview
Kevin joined Baird in 2018 and brings over 15 years of experience in the financial industry. Prior to Baird, he served as an Investment Associate and Financial Advisor at Morgan Stanley and held a role as a Financial Advisor Associate at UBS. Kevin understands the complexities of the changing financial markets and provides appropriate recommendations given each client’s situation.
Education
Kevin received his BA in Business Administration and Financial Management at the University of St. Thomas, MN.
Team Role
Kevin oversees overall portfolio analysis and asset allocation. He is responsible for conducting thorough due diligence on investment managers, mutual funds, and individual stocks for the team. Kevin participates in the Private Investment Management program at Baird which allows him to manage discretionary portfolios for clients. He helps design customized plans incorporating retirement planning, education funding, and wealth transfer to help clients achieve their financial goals.
Community & Family
He and his wife, Molly, live in Victoria, MN and have two children. Kevin enjoys playing hockey and golf. As a family, they enjoy being outdoors. Kevin has volunteered as a youth hockey coach in the past and looks forward to coaching his kid’s teams in the future.