Kevin is a partner and member of the equity research team serving as the investment specialist for our Large-Cap Growth strategy. Prior to joining the firm, he was a senior research analyst at Summit Strategies in St. Louis. Prior to this position, Kevin was a member of an institutional consulting team at Merrill Lynch Pierce, Fenner & Smith. Earlier in his career Kevin held a variety of capital markets related positions in the corporate finance, pension investment, and treasury management groups at Anheuser-Busch Companies, Inc.


  • University Of Missouri St. Louis, MBA
  • Parks College of St. Louis University, BS

Community Involvement

  • Mentor, Seed School of Maryland
  • Board of Directors, Baltimore CFA Society


  • CFA®


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