Kevin works exclusively with a limited number of High Net Worth and Ultra High Net Worth Individuals and Families providing comprehensive financial and wealth management advice and solutions. Kevin can provide access to Private Banking, Commercial Banking, and investment Banking as well as traditional bank products and services to accommodate clients' needs through Wells Fargo affiliates. Kevin works to serve as a strategic advisor by offering a balanced assessment of multiple solutions.
Kevin began his career with PwC in NYC then spent three decades on Wall Street providing tailored investment and financing strategies to individual and institutional investors. Previously Kevin served as a Private Client Advisor at US Trust, Director with Citigroup Global Markets, and Executive Director at JP Morgan.
Kevin earned his undergraduate degree in Accounting at Fairfield University. He lives in Naples and is actively involved in a number of charitable organizations including Habitat for Humanity-Collier County and Habitat International. Recently Kevin led a team of Habitat volunteers on a mission build to San Salvador. An avid Marathoner and Half Marathoner he competes in races throughout the U.S. and Ireland.
Kevin and Maura, a Registered Nurse, have been married for over 30 years and have five grown children pursuing careers in Finance, Healthcare, and the Technology sector.
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