Associate Paraplanner - Advanced Planning
Kevin joined Commonwealth in June 2020 as an operations support specialist and was promoted to senior operations support specialist in April 2022. In September 2022, Kevin joined the Advanced Planning department as an associate paraplanner, bringing his operational expertise and advisor-centric approach to the team. In this role, his primary responsibilities include providing financial planning support by assisting with plan creation, analysis, and recommendations for advisors' clients. Kevin, who graduated from the University of Massachusetts Lowell, has worked as a research assistant for the Toxics Use Reduction Institute and a teaching assistant in organic chemistry at UMass Lowell. He authored “Nanophosphor-Based Contrast Agents for Spectral X-Ray Imaging,” which was published in the scientific journal Nanomaterials. In his free time, Kevin enjoys most outdoor activities, including hiking, kayaking, and skiing.