Kevin is a senior business strategy and digital transformation leader with a 25+ year track record at global investment banks leading strategic programs and mission critical transformation initiatives. Kevin leads WW FSI strategy for asset/wealth management and capital markets infrastructure providers at Microsoft. He advises Tier 1 clients on how to navigate "big T" transformation, which involves leveraging data & AI for fundamental changes in a client’s business model. Kevin oversees client’s transformation efforts that accelerate net new markets, alternative and adjacent revenue streams and products and services for competitive advantage. Prior to Microsoft, Kevin was at UBS, where he served as Executive Director, Multi-Manager Solutions in the Asset Management Division. Prior to this, Kevin was a Senior Vice President at Neuberger Berman, where he transformed its $17bn 3rd party mutual fund platform into a recognized asset leader. Prior to Neuberger Berman, Kevin was a Vice President in the Corporate Advisory Division of Lehman Brothers Asset Management.
Kevin started his career as an investment management analyst at Putnam Investments and has served as a Vice President at Franklin Templeton/Legg Mason, and Citigroup Asset Management. He is a former Adjunct Faculty in the Master of Science, Enterprise Risk Management program at Columbia University. He is a member of the M.I.T. Computer Science Artificial Intelligence Lab. He also served as an adviser to Fintech startups through the Martin Trust Center for Entrepreneurship at M.I.T. He is aso a member of the 2024 Fellows class at The Economic Club of New York.
Kevin is a Northeast native. Born and raised in Brooklyn, New York, he now lives in New Jersey. He holds an AB, social science, concentration in economics from Harvard University and an MBA from M.I.T. Sloan School of Management. He holds the distinction of the CFA Institute Certificate in ESG Investing.
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