It’s finally happening — you’ve decided to pull the trigger on that second home your family has been wanting for years. But are you truly
Chief Technology Officer
From conducting custom investment research to facilitating account paperwork, technology-enabled solutions have fueled the CornerCap client experience since our founding. While most wealth advisors outsource technology functions, CornerCap has a dedicated, full time leader overseeing the many technology-related elements of our operations. In this role, Kevin not only addresses existing client experience needs, but also looks ahead to anticipate what clients will need next – such as creating an online investment platform for next generation wealth accumulators. Thanks in part to his background overseeing information security at a national consumer credit organization, Kevin takes a keen interest in data security, a key issue in the financial services industry.
- BS, Mechanical Engineering – California Polytechnic State University San Luis Obispo
- Masters of Science, Mechanical Engineering – Purdue University
Claudia's Insights & Resources
With the new year well underway and many of us getting restless from the winter doldrums, a bright spot for many corporate employees is that