Kevin McCullough provides portfolio construction, asset allocation, and investment manager research services to financial advisors using qualitative evaluations and quantitative tools.

Prior to joining the firm, Kevin was an analyst in NEPC’s Defined Contribution Consulting group, where he advised clients administering large retirement programs. He began his financial services career at MFS Investment Management as a representative in the Premier Partners Program.

Kevin holds a bachelor’s degree in government and international relations and a master’s degree in business administration from Clark University. He is FINRA Series 7 licensed and also a CFA® charterholder.

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