Kevin Connell Email & Phone Number
Managing Director @ Lyell Wealth Management
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Kevin Connell Location
- California, United States
Kevin Connell Work
- 2016 -now Managing Director @
- 2005 -2016 Portfolio Manager @
- 2003 -2005 Portfolio Manager @
- 2000 -2003 Senior Associate @
- 1997 -2000 Regional Sales Office Supervisor @ Mellon Private Asset Managment
- 1999 -2000 Administrator @ Martec Capital
Kevin Connell Education
- Lafayette College
AB (Economics)
1993-1997
Kevin Connell Skills
- Investments
- Portfolio Management
- Financial Planners
- Investment Management
- Equities
- Asset Management
- Stock Options
- Income Tax
- Equity Compensation
- Asset Allocation
- High Net Worth Individuals
- Tax Advisory
- Tax Planning
- Portfolio Managers
- Real Estate
- Fixed Income
- New Business Development
- Sales
- Microsoft Word
Kevin Connell Summary
- Kevin Connell, based in California, United States, is currently a Managing Director at Lyell Wealth Management. Kevin Connell brings experience from previous roles at Atherton Lane Advisers, LLC, The Portola Group, Inc, PricewaterhouseCoopers and Mellon Private Asset Managment. Kevin Connell holds a 1993 - 1997 AB in Economics @ Lafayette College. With a robust skill set that includes Investments, Portfolio Management, Financial Planners, Investment Management, Equities and more. Kevin Connell has 3 emails and 2 mobile phone numbers on RocketReach.
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