Kevin serves as a Managing Director, Investments at Cresset. In this role, he leads the design and execution of advanced investment strategies, drawing on his deep experience in analytics and portfolio construction.
Prior to Cresset, Kevin was a Senior Managing Director and Portfolio Manager on the Investment Strategy team at CH Investment Partners. He was responsible for the oversight of liquid market and hedge fund strategies and was a member of the Investment Committee. Before that, Kevin spent three years at AllianceBernstein in the private client group. While at AllianceBernstein, he worked with high-net-worth families in a variety of capacities, including portfolio modeling and forecasting, investment planning, and implementation of investment strategies. He completed the national Advisor Training Program and was responsible for client portfolio reviews and updates, as well as the preparation of materials for prospect meetings. Earlier in his career, Kevin spent three years at Morgan Keegan & Co., starting in the fixed income research group, where he was responsible for portfolio and scenario analysis for institutional clients. He later transitioned to the retail trading desk, where he constructed fixed income portfolios and worked with brokers to execute the strategies.
He received a bachelor’s degree in finance from the University of Texas at Austin.