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Kevin, the founder of Greenrock Research, has a strong passion for providing customized investment research to RIAs and wealth managers. With a focus on developing innovative investment solutions, he manages the company's growth and strategic direction.
Throughout his career in investment management and pension consulting, Kevin has accumulated valuable experience. He played a pivotal role in establishing and expanding the pension consulting group at Paine Webber, transforming it into a premier consulting firm for middle-market funds nationwide. Later, he co-founded McBryan, Malone, and Russell, an investment management firm specializing in options strategies. Prior to founding Greenrock in 1996, Kevin also managed portfolios at Alliance Capital Management.
Kevin holds a B.A. in accounting from Loras College. In addition to his professional achievements, he has actively served in leadership roles on several nonprofit boards, including the Loras College Board of Regents, CURE (Citizens United for Research in Epilepsy), and the Epilepsy Foundation.
Outside of work, Kevin embraces an active lifestyle. He is an avid cyclist and enjoys exploring new recipes as a zealous cook. His dedication to both his profession and personal pursuits exemplifies his commitment to making a positive impact in the investment industry and the community.
Our journey began with a single RIA firm in 1996, and today we proudly serve clients spanning from coast to coast. Our growth has been fueled by referrals from custodial firms who have witnessed the transformative power of our research firsthand.
Our success and longevity in the industry can be attributed to our unwavering commitment to delivering exceptional value and actionable insights. By providing customized asset class research, we empower RIAs to make informed investment decisions that align with their clients' goals and risk profiles. Our focus on offering unparalleled research at a price that exceeds market expectations has solidified our position as a trusted partner within the RIA community.
As we reflect on our history, we remain dedicated to our core principles. We continue to prioritize collaboration with our RIA clients, ensuring that we understand their unique needs and deliver research that enables them to meet and exceed their clients' expectations. Our unwavering dedication to providing the highest quality research at an exceptional value drives us forward, as we seek to empower RIAs and contribute to their ongoing success.
