Kevin serves as Advising Director with Meradia where he collaborates with the leadership team on strategic focus and corporate direction. In this capacity, he focuses on maintaining Meradia’s high-performing culture and continuing growth acceleration. Kevin has an extensive, 30-year history providing front-to-back office investment systems solutions for investment managers, pension funds and insurance companies. He previously served as Managing Director at Meradia where he leveraged his expertise in investment accounting, data governance and management, performance measurement and reporting platforms to support the firm’s consulting team. Kevin has in-depth experience with operations and investment accounting procedures for a broad range of investment securities including alternatives, derivatives and fixed income processing. He has successfully managed numerous large, complex IBOR, EDM, ABOR, and performance measurement systems-related projects.
Prior to joining Meradia, Kevin was Principal Director at Accenture where he worked closely with the leadership team to drive their asset management practice. Previously, Kevin was a Managing Director at InvestTech Systems Consulting, a market leader in consulting services for global investment managers.
Kevin earned a B.S. in Accounting from Loyola Marymount University and an M.B.A. in Executive Management from University of La Verne. He also holds the CIPM designation from the CFA Institute. Outside of his professional pursuits, Kevin enjoys golfing, traveling with his wife and collecting watches.
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