Kevin Landolphi

Financial Analyst

Loyola University, B.A. in Accounting
Loyola University, Masters of Accounting

Kevin’s role focuses on the financial reporting of our growing firm. He began his career as Assistant to the CFO for a New York-based asset management firm, then as an Audit Accountant with Cohen & Company, where he completed annual audits for a variety of investment companies including hedge funds, mutual funds, commodity pools, and master-feeder funds. He earned both his bachelor’s and master’s degrees in Accounting from Loyola University.

 Get to know Kevin!

If I was not a financial advisor, I would be a:

“Special education teacher”

Best advice from my parents:

“No matter what you are doing, give it 100 percent”

A hobby I wish I had more time for:


Three words that describe me:

“Driven, Honest, Reliable”