Alternatives 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.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.