Kevin Beard is a seasoned financial services executive with extensive experience in strategic growth and acquisition management. Currently serving as the Chief Strategy Officer at WealthVest since September 2025, Kevin leads the national accounts team and manages long-term strategic growth initiatives. Prior to this role, Kevin was the Chief Growth Officer and Founding Partner at Atria Wealth Solutions, where responsibilities included identifying acquisition opportunities and overseeing business development efforts. Previous roles include Executive Vice President of Strategic Acquisitions at AIG Advisor Group, SVP of Corporate Strategy at Royal Alliance Associates, and various leadership positions in recruitment and business development across multiple firms, including Pacific Select Group and ING. Kevin holds degrees from Kent State University and Cleveland State University.
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