Kevin has finance experience at companies with as many as 10,000 employees and as few as nine. His FP&A work contributed $55 million of net income at Omnicare. He covered the industrials, materials, consumer, and agriculture industries over seven years of equity analysis at T. Rowe Price and RMB Capital (a Barrons’ Top 50 RIA). Kevin loves freelancing because it allows him to learn new things and solve interesting problems.
Founded the Registered Investment Advisory firm in Colorado to provide investment management and financial planning services to high-net-worth individuals and families. Developed all policies and processes for serving clients.
Designed and maintained model portfolios serving a wide range of risk tolerances. These portfolios are global across asset classes. They also feature individual stocks, leveraging my equity research expertise.
Built a customizable process to help clients identify personal financial goals. Worked with each client to implement an evidence-driven investment portfolio that matches the client's needs.
Focus areas: Planning, Finance, Investment Research, Investment Ideas, Equity Research
Director of Investments
2018 - 2019
Shine Investment Advisory Services
Developed a third-party relationship to apply a quantitative risk model to portfolio construction. This identified unseen risks and allowed us to reduce expected volatility by 25 basis points.
Performed investment and operational due diligence on current and potential holdings for $650 million of client assets.
Set agenda and ran weekly meetings to keep senior advisors updated on investment and economic issues.
Created a library of slide decks for internal and external use. These included investor FAQs (e.g. China and Emerging Markets updates), simplifying current academic research, and product summaries.
Improved procedures for using legacy software systems to automate trade recommendations. This saved four hours per week and reduced the error rate.
Focus areas: Financial Modeling, Quantitative Research, Communication Strategy, Trading, Due Diligence, Portfolio Management
2011 - 2017
RMB Capital Management
Built and maintained bespoke financial models for over 30 companies that I covered. Used corporate valuation principles to search for the best investment opportunities across the capital structure.
Performed deep due diligence on holdings for a $130 million hedge fund. Recommendations generated 400 basis points of alpha over the final three years at the fund.
Advised portfolio companies' C-Suite on corporate strategy-analyzing industry structure, competitive advantages, and capital allocation strategies.
Co-founded the RMB's recruiting committee and was the top-rated mentor in the internship program all years involved.
Wrote the quarterly update letter to LPs. Maintained IR slide deck and met with potential fund investors.
Focus areas: Equity Research, Financial Modeling, Valuation, Credit Risk, Risk Models, Accounting, Industry Analysis, Company Strategy, Investment Research, Due Diligence
Equity Analyst Intern
2009 - 2009
T. Rowe Price
Built a fully integrated financial model and wrote 25-page initiation reports on each company covered.
Wrote a comprehensive Industry Overview report on the Credit Bureaus immediately after the 2008 credit crisis.
Made recommendations that lead to a $25 million investment with an estimated 20% annualized return.
Presented industry overview and stock recommendations to T. Rowe Price's team of analysts, PM, and firm senior management including CEO and CIO.
Focus areas: Equity Research, Financial Modeling, Valuation, Industry Analysis, Company Analysis, Equity Valuation
Senior Financial Analyst - Operations Finance
2003 - 2008
Modeled revenue and margin impact of Medicare Part D implementation that would affect $2.5 billion in pharmacy revenue.
Designed databases to find underreimbursed claims by insurance companies leading to $30 additional net income and cash collected.
Refreshed the financial reporting package used by the CFO. I increased its production frequency from monthly to semi-weekly.
Helped build and maintain the database used to protect the company against third-party billing audits, saving the company $27 million over several years.
Helped identify and track financial KPIs at a pharmacy level to help improve profitability.