Chief Financial Officer | Chief Compliance Officer
Kevin supports the investment advisor by leading accounting and finance operations. He has over 22 years of accounting experience, with the last twelve years focused on the alternative investment space. He was, most recently, Vice President – Fund Accounting at Trident Fund Services, Inc, a global fund administrator where he led a team that provided accounting and administrative services for hedge funds, private equity funds, funds of funds, and broker-dealers.
Prior to that, he held progressive accounting positions working as a Divisional Controller at Affiliated Computer Services, a Fortune 500 technology outsourcing company, Assistant Controller at Assurance America Insurance Corporation, a start-up insurance company, and Tech Data Corporation, a Fortune 150 company.
He received an undergraduate degree in Accounting from the University of Florida and a Masters in Business Administration from Kennesaw State University and is a Certified Public Accountant.