Client Relationship Manager
Kevin joined Hammond Iles Wealth Advisors in August 2018 as a Client Relationship Manager. He provides comprehensive fund research, trading, and assists the Client Relationship Team with client requests. He is a member of the Investment Management Committee which is dedicated to researching new ideas and exploring best practices within the industry.
Born and raised in Connecticut, an early affinity for people and economics drew Kevin to pursue a career in finance and investing. He is a Cum Laude graduate of the University of Pittsburgh with a Bachelor of Science in Business. He holds series 7 and 63 certifications and recently passed Chartered Financial Analyst (CFA) Level 1 exam.
Kevin began his career at the Vanguard Group in Malvern PA as a Brokerage Investment Professional assisting clients with their unique investing needs. Prior to that, he worked for the Pittsburgh Penguins partnership marketing and sales team assisting corporate partners and creating fun fan experiences with game day promotions. Kevin has also mentored with his father, Scott Iles here at Hammond Iles for 4 years and served as a finance and research intern for Aligned Wealth Capital.
Kevin is excited to be back home with the experience to help others achieve their financial goals! When he isn’t hard at work helping the Hammond Iles team provide solutions for clients, you’ll find Kevin travelling far and wide to attend Pitt football, Boston Red Sox, and Pittsburgh Pirates games with family and friends.