As a Managing Director in the Private Client Group, Kevin spearheaded the West Coast expansion of SCS. He focuses on serving ultra-high-net-worth individuals and advising family offices. Kevin drives our growth efforts by cultivating strategic relationships and forging new high-value partnerships.
As the wealth landscape continues to evolve across the industry and firms increasingly look and sound alike, Kevin believes this has elevated the sophistication and detail SCS delivers—anchored in a culture driven by service and an access-oriented family office advisory approach.
Experience
25+ years experience in wealth management, advising global families on complex strategies
Began career at Smith Barney in Palo Alto, CA, facilitating equity compensation plans for Fortune 500 companies
Client Advisor at UBS AG in San Francisco and later Director of the Private Bank in New York, overseeing the Asia offshore business
Senior Vice President at Morgan Stanley in Beverly Hills within the International Wealth Management Division, advising cross-border clients
Education & Credentials
B.A. in Management and Finance, University of San Diego
Series 63 / Series 65
Beyond SCS
Kevin is an avid golfer who enjoys spending time outdoors with his wife and three children. He is also actively involved in his community as a youth sports coach, valuing the lessons of teamwork, leadership, and personal growth.
