Experience and Education

Kevin helps lead the corporate development function at Mariner. His work includes the strategic lift-out of advisors and teams, assessing and identifying key talent for recruiting, as well as RIA firm acquisitions across the U.S. Kevin works closely with a wide range of industry participants (investment banks, RIA custodians, COIs, etc.) across the industry in pursuit of our goals. He is also a member of the Mariner Trust Company Board of Managers.

Prior to joining the firm, Kevin was a senior relationship manager at Fidelity Investments, where he worked closely with Mariner. Through his 17-year tenure at Fidelity, Kevin held various roles throughout the retail and institutional brokerage businesses.

Kevin has a bachelor’s degree in marketing from the Isenberg School of Management at the University of Massachusetts in Amherst. Kevin is vice chair of the Keller Education Foundation, helping guide the organization’s mission to support, fund and promote educational excellence, innovation and creativity within the Keller Independent School District (TX). In addition, Kevin coaches youth baseball for KYA athletics.