Kevin helps lead the corporate development function at Mariner. His work includes the strategic lift-out of advisors and teams, assessing and identifying key talent for recruiting, as well as RIA firm acquisitions across the U.S. Kevin works closely with a wide range of industry participants (investment banks, RIA custodians, COIs, etc.) across the industry in pursuit of our goals. He is also a member of the Mariner Trust
Company Board of Managers. Prior to joining the firm, Kevin was a senior relationship manager at Fidelity
Investments, where he worked closely with Mariner Wealth Advisors.