Kevin CuffAIF®, CRPC®

As Executive Director of Business Management, Kevin leads the day-to-day operations of the Verdence administrative team and back-office initiatives. He acts as a liaison between the team’s associates and custodians, helping Verdence operate seamlessly.

Throughout his tenure at Verdence, Kevin has transitioned from working on portfolio analytics to then business management and overseeing our firm’s meticulous compliance standards. Continuing with the goal of providing clients the resources to meet their financial objectives, Kevin does so by leading efforts to provide an effective, positive and beneficial environment for our clients and team members.

Outside of the office, Kevin works as a CrossFit coach. He enjoys working out and helping others stay healthy and achieve personal physical goals.

Get to know Kevin!

If I were not a financial professional, I would be …

“A physical therapist.”

Best advice from my parents:

“Keep your head down and keep working hard.”

Three words that describe me:

“Outgoing, Patient, Driven”