Alternative Portfolio Accounting Specialist
My Net Worthwhile is helping clients plan their wealth for the future.
As an alternative portfolio accounting specialist, Kevin tracks and analyzes alternative investments from an accounting standpoint. With a passion for helping clients prepare for the future, Kevin prides himself on providing the team with accurate and timely information to help ensure portfolios stay in lock-step with client reporting and goal tracking.
Prior to joining SignatureFD, Kevin was a senior accounting analyst with SEI Investments. Kevin graduated from Penn State University with a Bachelor of Science in Accounting. Outside of work, Kevin is an avid golfer.