As a Registered Investment Advisor, Kevin takes pride in learning his clients’ individual goals and building out a personalized investment strategy to get there. Based on more than 15 years of financial experience, Kevin educates his clients on the risks and the rewards of each financial choice to, together, create the best portfolio to achieve their long-term aspirations.
Originally from New York, Kevin brings expertise from some of the nation’s top financial institutions including Merrill Lynch, Edward Jones, and Credit Suisse to his portfolio of clients at Southport Capital. He understands that each client is unique with individual goals and draws on his knowledge to craft integrated wealth management plans to help them reach their financial targets.
Kevin and his wife Stephanie live in Smyrna, Georgia with their two dogs Kirra and Lucy. He enjoys travel, cooking, exploring new cultures and is an avid road biker. Through The Leukemia and Lymphoma Society’s Team in Training program, Kevin has raised more than $10,000 for blood cancer research and has participated in 3 century (100-mile) road bike races.