Kevin is a member of the Investment Committee, overseeing the team's investment management research process. His responsibilities include investment due diligence & implementation, macroeconomic research, asset allocation, portfolio construction, and portfolio review and analytics.
Prior to NewEdge, Kevin joined the team back at UBS following his completion of the firm’s two-year analyst program, during which he rotated through a variety of the bank’s investment product and advisory desks. Kevin graduated from Bucknell University in 2015 with a B.S. in Global Management (International Business). He currently lives in New York City and holds Series 7 and 66 securities licenses. In his free time, Kevin is an avid fan of New York sports and live music.
Current role