Kevin is a Client Advisor and Portfolio Manager at Peregrine. Along with the other advisors in the firm, he provides personalized investment advisory services to individuals, trusts, estates, businesses, and charitable organizations. Kevin works with clients to craft tailored investment strategies that align with their unique financial circumstances, goals, and risk tolerance. Additionally, he contributes to the firm’s client education initiatives by assisting with quarterly performance reports and commentaries to support informed decision-making.

As an investment analyst, Kevin participates in Peregrine’s rigorous due diligence process, including direct interactions with fund managers and analysts, to ensure investment decisions align with the firm’s philosophy. Committed to continuous education and professional development, he stays actively engaged with industry trends and investment management best practices.

Kevin began his career at Peregrine in 2018 as a Research/Operations Associate, a role he held for seven years. During this time, he developed extensive knowledge in investment research, back-office operations, regulatory compliance, and information technology. This diverse experience has given him a holistic understanding of the firm’s operations and strengthened his ability to deliver exceptional client service.

A graduate of the University of Mississippi, Kevin earned a Bachelor of Business Administration degree with dual majors in Managerial Finance and Risk Management in 2017. Kevin is a member of St. James’ Episcopal Church and resides in Atlanta, Georgia.

Contact information:
North Parkway Square
4200 Northside Parkway, Building 14, Suite 200
Atlanta, GA 30327
601-707-7595
404-869-6205 (fax)

Please Note - Limitations: The achievement of any professional designation, certification, degree, license, membership in any professional organization, or any amount of prior experience or success should not be construed by a client or prospective client as a guarantee that he/she/it will experience a certain level of results or satisfaction if Peregrine is engaged, or continues to be engaged, to provide investment advisory services.