Kevin is responsible for Clear Path's investment strategy and for creating customized portfolios for each client. Prior to joining Clear Path, he ran his own financial planning firm for more than 20 years. In 2015, Kevin merged his practice with Clear Path in order to leverage the team’s expertise and experience. He loves being part of such a talented organization.
Kevin and his wife, Akiko, live in Bronxville, New York, with their young twins, Ford and Magnolia. He enjoys gardening, climbing the Adirondacks, hiking to remote swimming holes and attending concerts.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
The Financial Advisor(s) associated with this website may only discuss or transact business only with residents in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
