BS, North Carolina State University; BS, University of North Carolina at Charlotte. 11 years of experience.
Kevin is a Senior Client Service Associate at Colony Family Offices. He plays an integral role in providing excellent service to our client families and provides support to the Advisor team. Kevin is also involved in many different review processes including covering capital calls, tax summaries, client onboarding, and subscription documents.
Kevin worked at CITCO for ten years before joining Colony where he was a Supervisor and Senior Fund Accountant. During this time, he gained experience with private equity, commodities, repurchase agreements, and long/short hedge fund strategies. His tasks and accomplishments include creating efficiencies for ongoing processes and accounting functions, review and reconciliation of daily fund-level transaction data, and capital statement preparation and review.
Kevin is a graduate of both North Carolina State University and the University of North Carolina at Charlotte, receiving a Bachelor of Science in Economics and Accounting, respectively.
Written by our team
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
Read MoreA model portfolio stops working when a family has entities, trusts and a tax position that no model can see. That is usually the moment to build one.
Read MoreIntegrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreOur promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.