Chief Operating Officer
Principal & Portfolio Manager
Joined Bahl & Gaynor in 2016
Joined industry in 2011
Prior to joining Bahl & Gaynor in 2016, Kevin worked as an Analyst within Citi’s Markets and Securities Services group. He initially joined Bahl & Gaynor as a Co-Op while pursuing his undergraduate degree, later transitioning to a full-time role as a Portfolio Analyst. He now serves as a Portfolio Manager.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2018), College for Financial Planning
- Chartered Financial Analyst® charterholder (2017), CFA Institute
- Bachelor of Business Administration (2014), University of Cincinnati, Major: Finance & Business Economics
Affiliations
- CFA Society of Cincinnati, Member
- Cincinnati Youth Collaborative (United Way), Mentor and Young Professional Board Member
- Elder High School, PAC 100 Member
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Mount St. Joseph University Board of Trustees, Member
