Kevin joined Argos Capital Partners in 2016 and is currently Manager, Investment Management. In his role, Kevin serves as the leader in client reporting maintaining the firm’s performance reporting software. He produces performance information, prepares, and participates in quarterly presentations for our client families, helps manage broker / custodian relationships, and processes trade confirmations for client portfolios.
Kevin has always been interested in financial and investment planning. He enjoys leveraging technology to analyze information from complex private investments to provide excellent service to clients. He finds the most interesting part of his work to be the diverse private equity investments that he and his fellow team members collaborate on with our client families.
Prior to joining Argos Capital Partners, Kevin worked at Butler Associates Financial Planners as assistant advisor with a focus on retirement income planning.