$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President–Investments
Kevin is a Senior Vice President and joined UBS in 2009 after spending 7 years with Merrill Lynch Global Wealth Management. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery for the firm’s premier client relationships. Kevin has over 20 years of experience in financial planning strategies and the retirement plan industry. He has consulted with individuals and Fortune 500 companies on all forms of pension and deferred compensation strategies including plan design, provider selection, concentrated stock positions equity based compensation, plan management, administration, and investments. Kevin has his Bachelor of Arts degree in Mathematics from Whitman College.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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