Regional Director, Senior Consultant, CFA
Based in Texas, Kevin oversees the firm’s consulting and new business efforts in the southern region. Kevin services institutional clients by providing advice and counsel on all areas of fund oversight, including investment policy, asset allocation, menu design, manager research and selection, portfolio structure, performance monitoring and overall investment management. Kevin leads our Public Funds Business Council. Prior to joining the firm in 2019, Kevin was a Partner and DC Client Practice Leader with Aon Hewitt and predecessor firm EnnisKnupp. He holds an MBA from New York University’s Stern School of Business and a Bachelor of Commerce degree in Finance from the Odette Business School at the University of Windsor. Kevin is CFA ® charterholder, a member of the CFA Society of Austin and previously served as President and Treasurer of the CFA Society of Chicago. Kevin is a founding member and previous member of the Executive Committee of the Defined Contribution Institutional Investment Association (DCIIA) and currently serving on the leadership team of the Investment Policy and Design committee as we enter 2020. He has been a guest lecturer at DePaul and Northwestern University, was the previous President and Treasurer of the CFA Society of Chicago and for several years graded the CFA examination. Kevin previously served in the Canadian Navy (reserve) and Presbyterian World Service. In his free time, he enjoys tennis matches with his wife, working around his ranch and as a native Canadian, poutine. Kevin has 29 years of industry experience.