Kevin joined the firm in 2006 and has more than 17 years of experience in the financial services industry. He oversees operations for the Steele Group. Prior to joining the team, Kevin was Vice President of Collateral Management at J.P. Morgan Investment Bank, formerly Bear Stearns, for 5 years, where he provided high level service to hedge funds, broker dealers, market makers and institutional and high net worth clients. Prior to that, he spent 9 years at E*Trade Financial, starting as Margin Analyst and advancing to Margin Manager.
Kevin is a San Francisco native, and currently resides with his wife, daughter and son in Folsom, CA. He enjoys playing and coaching basketball and baseball. He also enjoys outdoor activities with his family, weight lifting and hiking.
Phone: (415) 772-3120
NMLS ID: 837118
Registered States: AZ, CA, CO, CT, DC, FL, GE, HI, IL, IN, ME, MD, MA, MI, MN, NV, NJ,NM, NY, NC, OK, OR, PA, SC, TX, UT, VA, WA