3 weeks ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Principal,
Financial Advisor
Kevin joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a director of retirement plan services and a partner.
At CAPTRUST, he specializes in helping plan sponsors of corporate retirement plans understand fiduciary duties, investment evaluations, and how to complete a thorough analysis to develop the best in plan design.
Prior to Genovese Burford & Brothers, Kevin was client relationship manager at Smart Investor. He has been in the industry since earning his Bachelor of Arts degrees in business economics and communications from the University of California at Santa Barbara in 2006.
When Kevin is not helping a client, he enjoys playing competitive tennis and throwing a Frisbee to his 90-pound Labrador retriever, Hank.
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