Kevin has more than 30 years of experience in investment management, including working in a wealth management group of a national investment firm as the primary portfolio manager for a publicly traded mutual fund.
Education & Certifications
- Master of Business Administration, Indiana University
- Bachelor of Science in Finance, California University of Pennsylvania
- Chartered Financial Analyst® (CFA)
Interests & Activities
He currently volunteers for the Columbia Chamber of Commerce, the Food Bank for Central & Northeast Missouri, Kids for Hunger, Rainbow House, Ronald McDonald House, and Art in the Park. Previously, Kevin served on the CFA Institutes in both Phoenix and Chicago; the Early Childhood Alliance in Fort Wayne (Indiana); the Allen County/Fort Wayne Historical Society; the Kiwanis Club of Goshen (Indiana); and the Boys and Girls Club of Goshen.