Rosemont Investment Partners, LLC
Kevin serves as an advisor to Rosemont Investment Partners, LLC providing assistance with portfolio construction and management, deal sourcing, and evaluating prospective investments. With 29 years of experience spanning both the institutional and wealth management markets, Kevin has a deep understanding of the asset management business.
Formerly, Kevin was Managing Director at First Foundation Advisors, where he was a member of the firm’s Investment Committee with responsibilities for development of asset allocation and portfolio management strategies for business, institutional and high net worth clients. Previously, Kevin was Partner and President of Rice Hall James & Associates, where he was a member of the portfolio management team and was responsible for all business operations. Prior to that, he was Executive Vice President, Principal and Chief Investment Officer of Montgomery Asset Management.
Since 2014, Kevin has served on the Investment Committee of The San Diego Foundation, and is currently serving as the FY19 Vice Chair. He is also a CFA charter holder, a member of the CFA society of San Diego, and serves on the Investment Committee of The Scripps Research Institute. Previously, he served as PayPal Fund Board of Trustees Chairman.
Kevin hold a BA in Economics and International Relations, and a MBA in Finance and Investment Analysis from the University of Southern California.