About Kevin
Serving the Cleveland area, Kevin provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Kevin works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Kevin is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Northern Ohio region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. He brings over 15 years of banking, lending, investment management and financial planning experience. Kevin's primary responsibility is to counsel clients by utilizing a multi-disciplinary approach to develop comprehensive solutions for their complex financial situations. Drawing on his experience, he provides support to the investment management team by researching new investment ideas, contributing to the creation of sophisticated financial plans, and review existing portfolios. Prior to joining Fifth Third, Kevin worked for PNC Wealth Management as a Relationship Manager.
Education
Bachelors in Business Administration, Cleveland State University
Licenses & Professional Designations
- Life Insurance
- CPWA®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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