Designations and Licenses

Kevin holds the Certified Financial Analyst® designation.

Experience and Education

Kevin provides directional guidance to the advisors and associates in our Newport Beach, CA office.

Prior to joining Mariner, Kevin was the founder and managing partner at Ocean Heights Advisors. Before that, he was managing director at Miracle Mile and Palo Capital.

Kevin holds a bachelor’s degree from the University of Michigan where he was president of the Rugby Club. In addition, he holds an MBA from the Wharton School of Business.

Personal Interests

Away from the office, Kevin enjoys rugby, golf and coaching sports for his three kids under 11. He is the vice chair of the Newport Beach Public Library Foundation.