Kevin brings deep knowledge of investments and integrated wealth management disciplines to every client relationship, along with more than 30 years of experience in the investment industry. His breadth of experience allows him to champion a holistic approach to financial planning and building an investment platform that helps successful individuals and families fulfill their legacies in a tax-efficient manner. 

As part of the Sequoia Investment Research team, Kevin provides critical investment guidance to multi-generational families to help them preserve and grow their wealth. He is responsible for overseeing the research, selection, and management of fixed income and private credit strategies within client portfolios and serves as Chair of Sequoia’s Fixed Income Investment Committee.  

Prior to joining Sequoia, Kevin held leadership roles where he was managing credit portfolios and hedge fund strategies. Earlier in his career, Kevin worked as an investment banker specializing in mergers and acquisitions. Kevin earned his JD from the University at Buffalo School of Law and his MBA from the University of Chicago Booth School of Business. He is a member of the New York State Bar Association. 

Kevin lives in Devon, Pennsylvania, with his wife and two children.