Kevin McAdam, MBA, CFA®


“Financial planning is value added in almost every case.”


A member of the McAdam team for more than a decade, Kevin understands the benefits of formulating a comprehensive plan. Armed with that knowledge, he plays a key role in helping clients pursue their financial objectives by trading the firm’s Strategic Diversification Services (SDS) program assets, leading investment strategy initiatives and assisting with the enhancement of portfolio designs.

Kevin joined the McAdam team in 2012 after previously working for Macquarie Capital, Citigroup, GAMCO Investors and Hewitt Associates. He has passed his Series 7 and 66 securities exams and has earned his designation as a Chartered Financial Analyst (CFA®). Kevin graduated from Villanova University in 2002 with a bachelor’s degree in management information systems, and he earned his MBA in 2004 from the University of Connecticut School of Business.

In his free time, Kevin loves spending time with his wife, Christina, and their two children, daughter Blake and son Declan. A resident of Stamford, Connecticut, Kevin also has a passion for both sports and his church.

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