Kevin CuffAIF®, CRPC®

Director of Business Management


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

Since working at Verdence, Kevin has made the transition from working on portfolio analytics to business management and operations. Continuing with the goal of providing clients the resources to meet their financial objectives, Kevin now does so by giving Verdence the ability to uphold a positive and beneficial environment for all clients.

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

Get to know Kevin!

If I was not a financial advisor, 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”