Kevin Kennedy has over 25 years of experience in client relationship management within the financial services industry, beginning as a Client Relationship Manager at Fidelity Investments where long-term business relationships with Registered Investment Advisor clients were developed. Following this role, Kevin served as Client Service Director at National Financial Services, managing a top client and collaborating to address the client's strategic needs. Currently, as Client Service Manager at Fidelity Family Office Services, Kevin focuses on optimizing client experiences, driving service improvements, and addressing operational challenges. Kevin also held a position as Client Relationship Manager at Ryan Financial Advisors, Inc., where client portfolios were analyzed, and tailored asset allocation recommendations were provided. Kevin holds a Bachelor’s degree in Business Administration with a concentration in Marketing from the University of Massachusetts Lowell.
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