Kevin has over 25 years of experience in investment management, financial planning and tax accounting. Prior to co-founding Lyell Wealth Management, Kevin was a Portfolio Manager, shareholder and member of the Investment Committee at Atherton Lane Advisers. Prior to Atherton Lane, Kevin worked at PricewaterhouseCoopers LLP, Mellon Private Asset Management and the Portola Group.
Kevin holds a BA in Economics and Business from Lafayette College. Kevin is a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) Charterholder. He is also a member of the CFA Society of San Francisco.
Kevin and his wife, Liza, live in Half Moon Bay with their two children, Lexie and Macklin.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
