Director of Investment Services
Kevin joined the Capital Wealth Management team in 2018. He brings more than 10 years of Financial Industry, client service, and management experience. He oversees the Client Services Team at CWM. Kevin has a strong background in retirement plan servicing, including 401k plan administration with T.Rowe Price and DST Retirement Solutions. He managed a shareholder service team for the CGM Funds in Boston. In this role, he was responsible for complex mutual fund trading and high-networth client account maintenance. He was also involved in the PGA Certification program while directing operations at Waverly Oaks Golf Club. He gained much of his customer service experience while working with Titleist/Footjoy as a direct account specialist. He later transitioned to a role in Titleist’s legal team, leading the company’s anti-counterfeiting efforts for North and South America.
- BS, Business Management – University of Massachusetts, Dartmouth
- Kevin lives in New Bedford, MA with his wife Crystal and two children, Sophia and Samuel. He enjoys spending his free time with his family and friends. He also
enjoys skiing, fishing, golf, and woodworking.