Chief Investment Officer, AIF®, CPFA®
After beginning his professional life in academia, Kevin spent two years at Merrill Lynch before co-founding Interlake in 2007. His mission is to help individual investors, retirement plan sponsors, and plan participants build exceptional investment programs and the discipline and confidence needed to see those programs through.
Kevin holds a BA from the University of Puget Sound and advanced degrees (MA and PhD) from the University of Wisconsin-Madison. A native of Monterey County, California, Kevin is a member of the National Association of Plan Advisors, a proud dad, and a lifelong golf nerd. Kevin earned the Accredited Investment Fiduciary Designation in 2022. Attainment of the AIF® Designation demonstrates understanding of Fi360's Prudent Practices® and methodology. He also holds the Certified Plan Fiduciary Advisor professional designation. Kevin lives in Carmel, CA, with his wife, daughter, and two very good dogs.
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