Kevin joined Capital Wealth Management in 2018, bringing over 15 years of experience in the financial services industry, including client service and team management. As Director of the Investment Service Team, he oversees operations and support for investment services, leveraging his broad expertise in account servicing, mutual fund trading, and high-net-worth client management.
Prior to joining Capital Wealth, Kevin held key roles at CGM Funds in Boston, T. Rowe Price, and DST Retirement Solutions, where he specialized in 401(k) design, compliance, and plan administration. His experience spans complex mutual fund transactions and the intricate servicing needs of both institutional and individual clients.
Kevin also brings a unique background in the golf industry. He managed operations at Waverly Oaks Golf Club in Plymouth, MA, and was enrolled in the PGA Certification program. Earlier in his career, he worked at Titleist/FootJoy as a direct account specialist, later transitioning to their legal team, where he led anti-counterfeiting initiatives across North and South America.
Education/Training:
BS, Business Management – University of Massachusetts, Dartmouth
Personal Information:
Kevin lives in New Bedford, MA, with his wife Crystal and their two children, Sophia and Samuel. Outside of work, he enjoys skiing, boating, fishing, golf, woodworking, and spending quality time with family and friends.