- About Us
Kevin started his financial services career at JP Morgan Asset Management, working on performance measurement and attribution analysis, gaining valuable insights into the portfolio investment process. He moved to currency portfolio management, becoming a vice president and the head of the implementation team. Responsible for the implementation management of over 200 portfolios and $50Bln of market exposur, he also managed a team of five. Kevin had a particular focus on fixed income portfolios and worked on the co-ordination of investment strategy between the currency and bond teams. He defined and co-ordinated system and process developments. Subsequently, he worked for JPM Securities Services, where he undertook Value at Risk (VaR) analysis at the custodial level and oversaw a team of performance and risk analysts.
Kevin started his career at Shell as an analyst and account manager in the petro-chemicals sector.
Chartered Financial Analyst (CFA) 1st time passes at all three levels, charter awarded 2003
Financial Risk Manager (FRM) 2009
Investment Management Certificate (IMC) 2000
CISI Certificate in Corporate Finance
CISI Certificate in Securities
CISI Certificate in Derivatives
Doctor of Philosophy (PhD) in Bio-organic mechanisms 1992
B.Sc. (Hons) 1st class, Chemistry 1988
Chartered Institute of Management Accountants (CIMA) Stages 1 & 2
Kevin has been preparing investment professionals for a wide variety of financial examinations, including CFA and FRM, for over eleven years. He is confident in covering a wide variety of topics, from derivatives to portfolio management, from corporate finance to bond valuation. He has trained a very broad selection of individuals, from 18-year-old apprentices to senior directors, both in the classroom and online and enjoy the variety that this offers.