Kevin is an Investment Associate at CCA, responsible for managing account opening, account maintenance, and client requests.
Prior to joining CCA, Kevin was a tax consultant at Deloitte in Los Angeles, California where he was responsible for tax compliance, structuring, and research for asset management firms in public and private markets. Kevin’s experience working with asset management firms prompted him to pursue a career in finance and wealth management at CCA. Kevin graduated from Southern Methodist University in 2019 with a BBA in accounting.
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