Kevin serves as executive business lead for research and insights for the Bank’s Retirement and Financial Life Benefits business. In this position, he leads a team of experienced professionals, who create and deliver research focused on workforce aging, longevity, benefits diversity and inclusion, employee financial wellness and other workplace trends. The team shares their research through research pieces and national/local market events for the Bank’s associates, advisors, bankers, individual investors, institutional clients and their employees.
Prior to this role, he served as the executive business lead for the delivery of Workplace Solutions through the Market Presidents organization, involved in the creation of the Employee Banking and Investing program and communicating workplace insights and thought leadership to the marketplace.
Previously at Bank of America, Kevin led Enterprise Financial Solutions and held leadership roles in Institutional Retirement. Including Integrated Benefits Product, Sales, Client Relationship Management and Plan Participant Solutions.
During his 40 year tenure in the financial services industry, he held a number of senior management roles with Putnam Investments, Fidelity Investments and Bankers Trust Company.
Kevin is Chair of the Age Friendly New York City Commission.
Kevin holds the Series 7, 24 and 66 registrations and earned a Bachelor of Arts degree in Political Science from Georgetown University.
