Kevin Lenox, CFA®SENIOR WEALTH MANAGER
Kevin has over 20 years of experience in financial planning and investment management. He earned the Chartered Financial Analyst® (CFA) designation in 2001, and is a member of the Houston Society of Financial Analysts. Kevin has extensive experience in portfolio management and was also a member of the due-diligence investment committees at JPMorgan and a regional boutique wealth management firm. Kevin is actively engaged in the financial planning process, and is responsible for creating and implementing customized investment solutions that are consistent with the unique aspects of each client’s financial plan. He works closely with other team members to help provide a coordinated process that delivers a comprehensive array of value-added financial solutions for our clients. Kevin earned a BBA degree in Finance at Sam Houston State University, with an emphasis in investment management. Kevin resides in Houston, and enjoys fitness training, boating and travel.