Kevin co-founded SkyPath Private Wealth in 2022, following a career that spanned more than 22 years with Merrill Lynch Wealth Management. Kevin’s passion for advising and guiding clients with the best possible service, tools and technology led him to found his own independent firm with a team of likeminded, experienced wealth advisors.
Kevin has been named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021 and 2022. He assists families and individuals on making informed decisions that impact their financial lives. He also works closely with corporations and business owners to help them develop robust retirement plans and educate their participants.
Kevin graduated with a bachelor's degree in finance from the Stern School of Business at New York University. Kevin is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and has earned the Chartered Retirement Planning Counselorâ„ (CRPC®) designation, awarded by the College for Financial Planning and a C(k)P Certified 401(k) Professional in good standing with the Retirement University with the Retirement Advisors University in collaboration the UCLA Anderson School of Management Education. Kevin holds the FINRA Series 7, 66 and 31 registrations as well as Life and Health insurance licenses.
Kevin is a former board member of the New Jersey chapter of the Arthritis Foundation and a volunteer with Junior Achievement, which provides education in business, financial literacy and career development to students in urban, rural and suburban areas. He and his wife, Deana, live in Madison, New Jersey, with their two sons, James and Alexander.