Kevin Kenny

Kevin Kenny serves as Senior Vice President and Sales Manager in our Baltimore office, where he leads the team’s growth by recruiting and mentoring top financial talent. Beyond his leadership duties, Kevin works directly with clients as a financial advisor, crafting and managing personalized financial strategies to help them achieve their goals.

A graduate of Boston College with a degree in Economics and Philosophy, Kevin began his career in the technology sector with roles at EMC and Comdisco. After a successful tenure in the computer industry, he transitioned to wealth management, initially joining Merrill Lynch before founding his own investment advisory firm. Over the years, he has partnered with high-net-worth individuals, business owners, nonprofit organizations, and corporate executives to design, manage, and monitor customized investment portfolios tailored to their unique objectives. Kevin’s philosophy is rooted in the belief that investing is not a series of isolated events but a disciplined, long-term commitment to a process.

With over three decades of industry expertise, Kevin has dedicated his career to empowering clients through strategic wealth management solutions. He specializes in private markets, financial planning, and asset management, always maintaining a client-first approach. By collaborating with his team, Kevin consistently helps clients achieve their long-term financial aspirations.

In addition to his professional endeavors, Kevin is deeply committed to philanthropy. He actively supports Swim Across America, an organization that raises funds and awareness for cancer research, prevention, and treatment through swimming events. With the help of volunteers like Kevin, Swim Across America is making strides in the fight against cancer, fostering community engagement and hope.

Originally from Basking Ridge, NJ, Kevin now resides in Baltimore, MD, with his wife Ellie and their three children. He is Life and Health Certified and holds Series 7, 9, 10, 63, and 65 licenses.