Kevin is a graduate of the Virginia Military Institute, both academically and militarily distinguished, as well as a veteran of the United States Army. He served in the Military Intelligence Corps for nearly 5 years, stationed abroad for 4 of those years in both Korea (DMZ Mission) and Germany. He then transitioned to the private sector where has served the past 28 years in several leadership positions on the Sell-side, Buy-side and Investment Technology areas of the Financial Services industry.
Kevin holds the Accredited Investment Fiduciary Analyst (AIFA) designation, which underpins his qualification to develop Investment Policy Statements, provide fiduciary training, consultation and “CPA quality” audits to Charitable Boards. He further equips organizations with the tools to gather, grow and manage investment programs. The oversight authority for the AIFA designation is fi360. (See website: www.fi360.com)
In addition to professional and academic credentials, Kevin has also gained practical, real-world experience in fiduciary governance having served, and continuing to serve, in leadership roles for several charitable Boards of Directors and Foundations, responsible for several million dollars in entrusted assets.