As the Chief Operating Officer of PWA Wealth Management Kevin works closely with senior management in shaping corporate initiatives and executing business strategy. He oversees the financial, operational and technology areas of the firm and is a member of the Investment Policy Committee.
Kevin joined PWA Wealth Management in 2005 where he initially focused on technology and investment research initiatives. Prior to PWA Wealth Management Kevin worked in the roles of Information Security Consultant and IT Analyst for large Pittsburgh based enterprises.
Kevin holds his Bachelor of Science in Business Administration with a concentration in Economics from Edinboro University and earned his Masters of Science degree in Computer Information Systems from Robert Morris University. He has successfully obtained various technology certifications in the course of his career and completed additional Computer Science studies at the University of Pittsburgh. He received his CIPM® designation from the CFA Institute in 2008 by undertaking the CIPM® certification process that includes demanding education, examination, experience and ethical requirements. He holds FINRA licensing as both a General Securities Representative and a Financial and Operations Principal.
Outside of work, Kevin enjoys the time he spends with his wife and raising their two daughters. His interests include golf, staying fit, playing guitar, biking and boating.