Partner, Senior Consultant, CFA
As a Partner and Senior Consultant, Kevin services institutional clients by providing advice and counsel on all areas of portfolio oversight including investment policy, asset allocation, manager research, portfolio structure, portfolio rebalancing and performance monitoring. He focuses on defined benefit plans, endowments, captive insurance and defined contribution retirement plans. Kevin is a member of the Defined Benefit Business Council. He joined Fiduciary Investment Advisors, LLC in 2011, which combined with DiMeo Schneider in 2020. Prior to joining the firm, Kevin was a member of the Treasury staff of Baystate Health, Inc. and held various positions with Old Mutual Capital and Phoenix Investment Partners (now Virtus). He earned his BA from the University of Massachusetts – Amherst, is a CFA® charterholder and a member of the CFA Institute and the Hartford CFA Society. Kevin’s personal interests include family time, music and motorcycle riding.