Experience and Education
Kevin works to execute upon the strategic and tactical initiatives of the firm. He focuses on acting as an advocate for Mariner Wealth Advisors’ partner firms, giving them access to leading resources and support to help them deliver for clients.
Prior to joining the firm, Kevin was a senior relationship manager at Fidelity Investments, where he worked closely with Mariner Wealth Advisors. Through his 17-year tenure at Fidelity, Kevin held various roles throughout the retail and institutional brokerage businesses, including positions in national financial services, capital markets and institutional wealth services. Kevin’s past experience also includes working as a head trader with Bainco International Investors.
Kevin has a bachelor’s degree in marketing from the Isenberg School of Management at the University of Massachusetts in Amherst.