Lee Kieran

Lee’s path to Kevin Kennedy LLC began when he learned about the power of compound interest while attending a finance class at his alma mater, Villanova University. Lee joins us from SEI Investments, where he oversaw the largest SEI relationships on the West Coast. His addition to the team will help bring a better understanding of the investment capabilities that SEI offers. Lee has over 20 years of industry experience while working with firms such as Pershing, Bank of New York Mellon, and SEI Investments.

Lee has always shared Kevin’s belief that wealth should be aligned in such a way that it enables your life, not the other way around. This inspires an approach based not on a single, rigid, financial solution, but on a vital process in which your wealth is always at the service of your life.