Understanding and assessing the market capitalization of companies is crucial to making smart investment choices. Market capitalization, or “market cap,” refers to the total value of all of a company’s shares of stock.All companies are categorized according to their market capitalization as small-cap, mid-cap, or large-cap.
Kevin is responsible for developing customized investment portfolios for his clients based on their unique parameters for risk, return, and liquidity. He takes the time to listen to his client’s objectives and to understand any tax, legal, and personal considerations. He then structures a well-diversified portfolio in keeping with his recommended asset allocation program. Kevin continually monitors and rebalances his clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities.
Kevin joined Wilmington Trust in 2001, specializing in alternative investments and estate planning. Earlier in his career, he served as a high net worth client relationship manager for CMS Companies, an alternative investment firm located in Philadelphia. He also held positions in income tax and financial planning at Pricewaterhouse Coopers and Ayco Company.
Kevin holds a Juris Doctorate from the University of Pittsburgh School of Law and earned his bachelor’s degree in Economics from Vanderbilt University. Kevin is a member of the New Jersey Bar Association and the Philadelphia Estate Planning Council. He is a Board member for Philadelphia Cares and a Committee member of the Rock School of Ballet.