Managing Director, Wealth Advisor
Kevin is a Managing Director, Wealth Advisor with Cresset’s Denver office. He leverages more than 20 years of investment experience to advise high-net-worth families across their entire balance sheet, including public and private investments, credit and liquidity needs, as well as estate planning. Kevin has a strategic focus advising entrepreneurs in high-growth innovation economies on pre-liquidity and post-transaction strategies.
Prior to joining Cresset, Kevin led J.P. Morgan Private Bank’s efforts in the Colorado technology community, as well as Boulder, Colorado, encompassing most of the entrepreneurial communities in a rapidly expanding ecosystem. In his 12 years at J.P. Morgan, he advised numerous clients through IPOs, minority and majority recapitalizations, and acquisitions of their growth companies.
Kevin started his career as an Equity Research Analyst covering technology companies in San Francisco at Thomas Weisel Partners and Citigroup. That was followed by a four-year stint in New York City working with a family office investing capital in public and private companies across numerous growth sectors.
Kevin holds an MBA from the University of Virginia’s Darden School of Business and a Bachelor of Arts in History from the University of Notre Dame. As a Colorado native, Kevin is passionate about skiing, golf, and his kids’ sports. He lives in Denver with his wife, Kim, and their two children.