Kevin Baumhart, CFP®, CMT
Associate, Client Relationship Specialist
Kevin Baumhart is an Associate, Client Relationship Specialist at Cresset. He is responsible for partnering with advisors to ensure client’s current needs are met, to anticipate how future needs can be met, and to ensure clients feel confident with their goals-based plans.
Prior to joining Cresset, Kevin spent almost four years at Fidelity Investments in Dallas, Texas where he supported High Net Worth and Active Trader clients with service needs. After completing the CFP® certification, he pursued his interest in financial planning by joining a pilot team which launched and served as advisors for a new managed account – Fidelity Personalized Planning & Advice.
Kevin is a Saint Louis University alumnus where he studied finance. He is also an active member in the Chartered Market Technician Association and a Certified Financial Planning Professional. His financial planning certificate coursework was completed at Southern Methodist University.