Kevin brings over 23 years of investment and portfolio management experience to his role as Senior Portfolio Manager.
As a portfolio manager, Kevin works closely with his clients to understand their unique goals and aspirations, cash flow needs, risk tolerance and tax situation to tailor a portfolio specific to each of his client's investment objectives. Kevin is committed to being accessible to his clients through in-person investment meetings and telephone calls to discuss portfolio activities, economic conditions and investment options. Kevin is a member of the New Business and Risk Assessment Committee.
Prior to joining First American Trust in 1998, Kevin worked for Fixed-Income Securities, Inc./Bond Express L.P. at a bond trading desk where he traded fixed-income securities including investment-grade and high-yield corporate bonds, collateralized mortgage obligations (CMOs), and U.S. government and municipal securities. He was also a commissioned artillery officer in the United States Marine Corps and traveled throughout the Far East during his term of service. Formerly, as Lead Analyst for the financial sector his duties included working with banks, brokers and asset managers.
Kevin earned a Bachelor of Arts in Economics from the University of Southern California. He is a Chartered Financial Analyst (CFA) and member of the CFA Society of Los Angeles and the CFA Institute.
Kevin holds memberships to the City Club of San Diego and Marine Corps Association & Foundation. He has also been active in the local San Diego community as volunteer for various literacy programs through the San Diego Council on Literacy.