Senior Vice President, Investments



Kevin has been working in the financial services industry since 1991, and joined Raymond James in 2015. His areas of focus include helping clients stay cognizant of their ERISA responsibilities, business services, cash management and retirement planning. He holds a bachelor's degree in history and economics from Fordham University. Kevin holds the Certified Investment Management Analyst® (CIMA®) designation. He is a former leader with the Boy Scouts of America and serves on the board of directors of Meals on Wheels of Rockland County, New York. Kevin, his wife Jane, and their three sons, Kevin, Chris and Tommy, reside in Pearl River, New York.


Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.