Kevin is an Executive Vice President with Envestnet, where he is currently responsible for senior industry engagement with Institutional clients and the Investment Management community. He spent 26 years at Prudential Investments helping to build and lead the Wealth Management Solutions group (WMS).
WMS provided a full service outsourced managed account platform to mid-size and large Regional Bank and Broker/dealer wealth management units. The platform included technology, research/due diligence, and business development support. The majority of his career has been spent working with fee-based advisors and portfolio managers, providing a unique perspective into the needs and expectations of this fast growing market. WMS was acquired by Envestnet in 2013.
Kevin has been a member of the Money Management Institute’s Board of Governors since its inception in 1997. He is also an active participant in the Corporate Executive Board’s Wealth Management Circle.