Passionate about giving his clients the most comprehensive advice that he can.
Joined Lido: 2021
Homebase: Chicago
Professional Focus: Kevin focuses on ensuring an excellent client experience by leveraging his communication and teamwork skills to collaborate with internal and external partners. He assists clients with investment planning, portfolio analysis, and risk management.
Education: Bachelor’s, English, University of Illinois Urbana-Champaign
Previous Work Highlights: Kevin spent four years at Northern Trust as an account manager in their Global Family Office department, supporting ultra-high net worth families with everything from reporting issues to security transfers.
Personal Facts: In his spare time, he enjoys volunteering with the Mariachi Heritage Foundation, a 501(c)3 nonprofit organization, where he is an Assistant Director. Kevin helps the foundation set up concerts and find sponsors to fund music programs for Chicago public schools. His favorite part about working with the foundation is their annual Mariachi Festival in downtown Chicago.
