What’s one piece of timeless advice you often share with clients navigating wealth?
Kaizen: Small, incremental improvements, compounded over time, can have massive impacts on our (financial) lives…
Bio
Kevin works with clients to develop customized investment and planning strategies to help them achieve their financial objectives. Kevin joined the firm in 2022.
Prior to joining Maslow, he served as a Regional Director at Dimensional Fund Advisors. He worked with Institutional and Wealth Management clients in investment due diligence, asset allocation decisions and business strategy planning. Prior to working at Dimensional, Kevin held similar roles at BlackRock and Cantor Fitzgerald in New York.
Kevin earned his bachelor’s degree from the University of Delaware in both Economics & Political Science. He also holds the Certified Investment Management Analyst® (CIMA) designation from the Wharton School of Business.
When not in the office, Kevin enjoys spending time with his wife and three children, coaching youth sports and planning their next family trip (always open to suggestions!)
When clients truly understand why they own a particular investment and what role it plays in their portfolio, investing becomes a lot less stressful
Q&A
What motivates you in your work?
Financial clarity empowers people to give more of their time and resources, which in turn builds stronger communities…
What’s one experience that’s on your “life list” you haven’t done yet?
30 day silent meditation retreat.
