Kevin Boutwell

Kevin Boutwell is a wealth advisor and partner at Veracity Capital. Kevin previously worked at Ayco, a Goldman Sachs Company, from November 2015 to November 2018 as a financial advisor. The eight-week Goldman Sachs Veterans Integration Program (VIP) provided an opportunity for Kevin to develop their professional skills and increase their knowledge of the financial services industry. Throughout the internship, Kevin worked with a Private Wealth Management (PWM) team consisting of tasks involving portfolio asset allocation analysis, marketing presentation preparation, and projects related to new business development. In addition to the PWM duties, the program comprised of a curriculum of classroom training on financial markets, products, and Goldman Sachs leadership workshops.

Prior to working at Ayco, Kevin was employed at Goldman Sachs from August 2013 to November 2015 as a financial investment professional in the Investment Management Division of Private Wealth Management. In this role, Kevin supported and implemented wealth management strategies for clients. Kevin analyzed equity and fixed income portfolios for risk and return characteristics; executed portfolio rebalancing; researched internal and external investment vehicles for client asset allocation; assisted with trading and provided client service and team support.

Some of their coworkers include Matthew G. Harwell - Wealth Advisor & Partner, Michael Collopy - Wealth Advisor & Partner, and Harry Shamlian - Wealth Advisor & Partner. Kevin Boutwell reports to Kevin Gray, CEO.