Kevin Kosgard
Senior Vice President
Kevin joined the firm as a Senior Vice President of wealth management in June 2013. Kevin is a financial professional with over 30 years of experience assisting affluent and high net worth clients achieve their financial and philanthropic goals. He excels at building and deepening long-term relationships with clients, often across multi-generations. With expertise in investments, wealth transfer strategies, and banking products, Kevin strives to proactively bring clients creative wealth management solutions.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
