Kevin is our Managing Director – Business Development, working out of our New York office and overseeing all new opportunities. His banking and trust experience spans almost four decades, including positions at Fleet Bank and Bank of New York. He earned an MBA in finance from Pace University and a bachelor’s in accounting and economics from Queens College. He is also a Certified Financial PlannerTM.
Growing up in the Bronx, Kevin was all about baseball – living and breathing the borough’s unbridled and dramatic love affair with the New York Yankees. To this day, he is often told that he takes his Bronx Bombers way too seriously.
Kevin models his work ethic after Yankees legendary outfielder Bobby Murcer, well renowned for his great heart and compassion. “Our job here focuses on responsibility,” he explains. “If you truly understand the clients and what they are asking for, you will always do right by them.”
When it’s not baseball season, Kevin pursues his bucket list of fascinating stops for travel, cultural exploration and hiking. He and his wife are proud parents of three daughters and two dogs; a rottweiler/shepherd mix and a miniature chocolate poodle.