About Us
Founding Partner & Managing Director/Investments
For more than 25 years, Kevin has advised entrepreneurs, executives, and multigenerational families on the full architecture of their wealth, with a particular focus on complex UHNW balance sheets. His career includes senior roles at two major Wall Street firms—Merrill Lynch and Stifel—experience that shaped his commitment to building something more aligned with today’s families.
Kevin founded K|H Private Wealth to deliver a more intentional, coordinated, and decision-ready experience: disciplined, data-driven investing integrated with advanced tax, estate, and family planning. He leads the firm’s strategic vision, oversees portfolio construction, and maintains deep relationships with the families the firm serves. His guiding principle is straightforward: create the best possible environment for clients to make confident decisions, and keep improving it—anchored in fit, outcomes, and integrity.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA®. Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For advisor registration information, please visit advisorinfo.sec.gov.
