Kevin supports CRT owners by providing the flexibility, liquidity, and guidance to meet their evolving needs.
Kevin works with a variety of audiences including attorneys, accountants, and financial advisors, primarily on the sale of income interests in CRTs (Standard CRUTs, NIMCRUTs, NICRUTs and CRATs), the tax implications of CRTs, and the role CRTs play in the estate and wealth planning of affluent clients.
Kevin joined Sterling from Legg Mason Global Asset Management, where he worked with advisors throughout the Mid Atlantic. Prior to Legg Mason, Kevin was a Private Client Advisor at JP Morgan in New York, where he worked with affluent individuals and their legal and tax advisors.
A three-time Division 1 All-American, Kevin played briefly for the New York Jets.
Kevin graduated from Iona College and holds many financial industry licenses.
Direct: (914) 719-5479