Lyell Wealth Management
Kevin Connell has over twenty years of experience in the financial industry. Kevin began their career as an administrator at Martec Capital in 1999 and then moved on to become a regional sales office supervisor at Mellon Private Asset Management. In 2000, Kevin transitioned to tax consulting and compliance for companies and individuals at PricewaterhouseCoopers. After three years, Kevin became a portfolio manager at The Portola Group, Inc. In 2005, Kevin took on a role as a portfolio manager at Atherton Lane Advisers, LLC where they worked for over ten years. Kevin is currently the managing director at Lyell Wealth Management.
Kevin Connell attended Lafayette College and majored in Economics. Kevin then went on to get their certification from 162977 in Chartered Financial Analyst and their certification from California Board of Accountancy in CPA.
This person is not in any offices
Lyell Wealth Management
Lyell manages wealth for successful entrepreneurs, technology executives, business owners, and other high-net-worth individuals and families from around the United States.