Contact Kevin
Kevin has over 21 years of experience in the industry. Prior to forming Harmonic Investment Advisors, Kevin was the Chief Investment Officer and Chief Operating Officer for D.B. Fitzpatrick & Co, where he oversaw all investment-related functions of the $850 million of assets under management in addition to overseeing the day to day operations of the firm. Additionally, he managed the All-Cap, and Smid-Cap equity portfolios. Prior to joining D.B. Fitzpatrick & Co, Kevin was a Sr. Vice President and Sr. Portfolio Manager at ICM Asset Management where he managed the Smid-Cap Value strategy of $680 million. He sub-advised over $300 million of mutual funds for UBS Paine Weber, JP Morgan, and Merrill Lynch. He is past-President of the CFA Society of Idaho, a Finance Council member of St. John’s Parish, a member of the Board of Directors for Catholic Charities of Idaho, and sits on the Advisory Council of Boise State University’s College of Business and Economics. He has been a contributor to local and national media such as the Idaho Business Review, Wall Street Journal, Bloomberg and CNBC, and a guest lecturer at Boise State University and Gonzaga University. Kevin is a graduate of the University of California at Santa Barbara.
Why Select a CFA Charter Holder
See Kevin’s interviews on CNBC’s Power Lunch with Michelle Caruso-Cabrera and Bill Griffeth.
