Kevin is a Senior Partner at Greyson Private Wealth with over 15 years of experience helping business owners and high-net-worth families navigate complex investment, wealth management, and financial planning decisions.
Growing up in a household where his father owned and operated a business for 40 years, Kevin developed an early appreciation for the opportunities and challenges that come with building and preserving wealth. Today, he specializes in helping business owners and affluent families develop comprehensive wealth management strategies that integrate investment management, retirement planning, tax efficiency, and long-term financial goals. With experience as both a financial advisor and business owner, Kevin brings a practical perspective to helping clients navigate important financial decisions, identify opportunities, and build lasting wealth.
Kevin holds a degree in Economics from the University of Pennsylvania and maintains the following professional designations: CERTIFIED FINANCIAL PLANNER (CFP®), Enrolled Agent (EA), and Certified Exit Planning Advisor (CEPA®).
Outside of work, Kevin and his wife enjoy traveling, attending concerts, golfing, spending time at the beach, and searching for the perfect pizza slice.
