Kevin works closely with Long Run’s clients to provide them with the confidence and comfort to know that their financial goals are well taken care of so that they are free to pursue their passions. After spending the first 20 years of his career in the financial services industry working at well-known firms in Boston and New York City, Kevin returned to the Adirondacks in 2014 to raise his family. Honest and well-rounded, he taps into the local expertise his team provides to enhance financial literacy within his community and help his clients reach their short- and long-term goals.
Prior to Long Run becoming a fully independent RIA, Kevin and his team were affiliated with Raymond James from 2015 to 2020. Kevin also served as vice president and Tri-Lakes regional manager with Champlain National Bank. Before that he was employed for more than 20 years in high-level roles with Nomura, Lehman Brothers, Deutsche Asset Management and PanAgora Asset Management. Kevin earned his bachelor’s degree in German and international business from Pennsylvania State University. Kevin is both a Chartered Financial Analyst (CFA®) and a Certified Financial Planner™ (CFP®) and focuses on retirement, estate and educational planning, in addition to helping build and implement the investment strategies at Long Run.
Originally from Saranac Lake, Kevin makes his home now in Lake Placid where he and his family are active in the Tri-Lakes community. Kevin enjoys sharing his knowledge and resources with nonprofits and is a board member for the New York Ski Educational Foundation, the Adirondack Health Foundation and the Lake Placid Land Conservancy. When not at the office, he enjoys taking advantage of all the area has to offer and spends his free time on the lakes and in the mountains as much as possible.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.