Kevin has over 20 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. They can be found roaming the beaches and coastal mountains of San Mateo County with their two small children, Lexie and Macklin.