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.

Education

• BS, Mechanical Engineering – California Polytechnic State University San Luis Obispo
• Masters of Science, Mechanical Engineering – Purdue University

Contact Info

Email  |  Connect on LinkedIn  |  (404) 870-0700

Why did you choose to join CornerCap?

Without question, it was the people of CornerCap.  From my first visit to our office where our office manager made me feel so welcome to the stimulating conversations I had with our Chief Investment Officer, I could immediately sense the culture of client service.

How do you spend your time outside of the office?

I enjoy playing board games and traveling with family. I have always enjoyed programming, and I write code for fun as a hobby in addition to doing it for my job.

What’s been the highlight of your career to date?

A CornerCap® hallmark is being way ahead of the curve with technology to support our investment research.  Winning the Technology Association of Georgia (TAG) Excalibur award for our work on the Fundametrics® research methodology was a huge honor.

What’s left to accomplish on your bucket list?

I hope to take my family on a cruise around the world.

If someone gave you a million dollars to start your own charity, what cause would you focus on?

There are so many worthy organizations doing great work in our communities – locally, nationally and abroad.  But they all grapple with optimizing lean resources.  I would use the million dollars to build software tools that can support the missions of larger organizations by making them as efficient as possible in serving their clients – whatever that might entail.