About Kevin

Kevin is responsible for trading operations, auditing, research, and data analysis for Marcum Wealth. Kevin has over 15 years of experience in the financial services industry. Before joining Marcum Wealth, Kevin worked at one of the Cleveland’s premier 401(k) TPA firms and one of the nation’s largest retail brokers.

Subject Matter Expertise

Trading
Orion

Education and Certifications

University of Akron, Bachelor of Science in Finance

Chartered Market Technician®(CMT)
Certified Market Technician (CFTe)