BBA in Finance, Sam Houston State University
Biography
Education & Designations
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Biography
Kevin has over 25 years of experience in investment management and financial planning. He is a Chartered Financial Analyst® (CFA) charter holder and a member of the Houston Society of Financial Analysts. Kevin has extensive experience in portfolio management and was a member of the due-diligence investment committees at JPMorgan and the investment committee of a boutique wealth management firm.
Kevin has authored numerous reports that focus on the process of integrating both a global business cycle analysis and proprietary financial conditions index within a core-satellite portfolio construction process. He also appears as a monthly guest on The Lowdown podcast.
Kevin also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. He specializes in coordinating value-added financial planning and custom investment solutions primarily for clients in the energy sector.
Kevin earned a BBA degree in Finance at Sam Houston State University, with an emphasis on investment management.
Education & Designations
CFA®
CFP®
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