Kevin Conway, Cpfa®

Kevin Conway, Cpfa® Email and Phone Number

Senior Advisor at Caruso McLean Investment Advisors @ Caruso McLean Investment Advisors
utica, new york, united states
Kevin Conway, Cpfa®'s Location
Utica, New York, United States, United States
About Kevin Conway, Cpfa®

I am an Investment Advisor specializing in investment, retirement, and wealth management strategies for high net worth individuals, businesses, and non-profits. As a Registered Investment Advisory firm, we have a fiduciary obligation to act in your best interests. We make decisions based on your needs only.

Kevin Conway, Cpfa®'s Current Company Details
Caruso McLean Investment Advisors

Caruso Mclean Investment Advisors

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Senior Advisor at Caruso McLean Investment Advisors
utica, new york, united states
Website:
carusomclean.com
Employees:
7
Kevin Conway, Cpfa® Work Experience Details
  • Caruso Mclean Investment Advisors
    Senior Advisor
    Caruso Mclean Investment Advisors Jan 2023 - Present
  • Caruso Mclean Investment Advisors
    Investment Advisor
    Caruso Mclean Investment Advisors Oct 2013 - Jan 2023
    Utica, New York, United States
    Investment Advisors Specializing in Custom Financial Portfolios for Professionals, Executives, & Charitable Institutions.Osaic Wealth, Inc.We have advised clients in Central New York for over thirty five years, with some relationships spanning more than three decades. During that time, we’ve measured our success quite simply: we do well when our clients achieve their long-term investment objectives.That means we must provide timely, detailed, unbiased, customized investment advice.
  • Central Association For The Blind And Visually Impaired
    Board Treasurer Of Cny Vision Foundation
    Central Association For The Blind And Visually Impaired Jun 2022 - Present
  • Utica Zoo
    Immediate Past Chair Of The Board Of Directors
    Utica Zoo Aug 2023 - Present
  • Utica Zoo
    Chair Of The Board Of Directors
    Utica Zoo Jul 2020 - Aug 2023
  • Utica Zoo
    Board Member
    Utica Zoo Sep 2018 - Jul 2020
  • Central New York Quest, Inc.
    Vice Chair Board Of Directors
    Central New York Quest, Inc. Aug 2018 - Present
  • Clinton Central School District Foundation
    Board Treasurer
    Clinton Central School District Foundation Sep 2017 - Present
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Aug 2011 - Sep 2013

Kevin Conway, Cpfa® Education Details

Frequently Asked Questions about Kevin Conway, Cpfa®

What company does Kevin Conway, Cpfa® work for?

Kevin Conway, Cpfa® works for Caruso Mclean Investment Advisors

What is Kevin Conway, Cpfa®'s role at the current company?

Kevin Conway, Cpfa®'s current role is Senior Advisor at Caruso McLean Investment Advisors.

What schools did Kevin Conway, Cpfa® attend?

Kevin Conway, Cpfa® attended Utica College.

Who are Kevin Conway, Cpfa®'s colleagues?

Kevin Conway, Cpfa®'s colleagues are Linda Desmond, Linda Desmond, Mark Steckler, Bettina Kowalsky, Caruso Mclean Investment Advisors.

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