Kevin is actively involved in managing investment portfolios and client relationships for individuals, families, and institutional clients. He is also a member of the Investment Committee. He possesses a wealth of investment experience, having been a portfolio manager for over 17 years and an analyst for an additional eight years. He worked at Loomis Sayles & Company, Standish Ayer & Wood Inc., and Century Capital Management, LLC.
Kevin is committed to promoting corporate practices that support economic, social, and environmental justice. An inclusive approach, involving all stakeholders, generally leads to long-term, sustainable outcomes that benefit the overall community.
Kevin received his BA in Economics and Spanish from Tufts University and an MBA from the Kellogg School at Northwestern University. He is a member of the Chartered Financial Analyst Institute and the Boston Security Analyst Society (BSAS). He serves on the board of the Kellogg Alumni Club of Boston and the Newton Village Condo Association in Quechee, VT. He also volunteers at St. Francis House and Year Up Greater Boston (Financial Literacy).
When not working on socially responsible investments, Kevin and his wife (often joined by their daughter) enjoy spending time in Vermont where they can be found biking along country roads, playing golf, and enjoying other outdoor activities.