Kevin Conway, Cpfa® Email and Phone Number
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.
Caruso Mclean Investment Advisors
View- Website:
- carusomclean.com
- Employees:
- 7
-
Senior AdvisorCaruso Mclean Investment Advisors Jan 2023 - Present -
Investment AdvisorCaruso Mclean Investment Advisors Oct 2013 - Jan 2023Utica, New York, United StatesInvestment 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. -
Board Treasurer Of Cny Vision FoundationCentral Association For The Blind And Visually Impaired Jun 2022 - Present -
Immediate Past Chair Of The Board Of DirectorsUtica Zoo Aug 2023 - Present -
Chair Of The Board Of DirectorsUtica Zoo Jul 2020 - Aug 2023 -
Board MemberUtica Zoo Sep 2018 - Jul 2020 -
Vice Chair Board Of DirectorsCentral New York Quest, Inc. Aug 2018 - Present -
Board TreasurerClinton Central School District Foundation Sep 2017 - Present -
Financial RepresentativeNorthwestern Mutual Aug 2011 - Sep 2013
Kevin Conway, Cpfa® Education Details
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Mathematics
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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