Kevin May Email and Phone Number

I’m beyond thrilled to share that I’ve started a new position at Savvy Wealth as a Founding Principal Wealth Manager. Since starting my career in this industry, I’ve long felt that traditional wealth management has become ripe for disruption as it’s become painfully slow for financial advisors to efficiently grow while delivering best-in-class service to clients. Savvy is a technology enabled wealth management platform building software that offers an immersive, digital experience that enables every client to view and track every aspect of their financial lives together with their advisor. Our mission is to make it easier than ever to work together to make your financial goals a reality. Wealth management has finally reached the digital age, and I can’t wait to get started. Please reach out if you want to learn more.

The Harvard Alumni Entrepreneurs Accelerator powered by Pegasus Tech Ventures, is a ten-week, equity-free program for early-stage companies designed to give alumni-founded companies the tools needed to scale up to the next level.

At BNY Mellon Wealth Management, expect to receive the best of both worlds: the high-touch, one-on-one service of an investment boutique backed by the power of a large, resource-rich global firm.Guided by your objectives, we draw on extensive in-house capabilities across all areas of wealth management, from trusts and investments to specializations such as tax and lending strategies. We consider every aspect of your balance sheet and explore every relevant option.

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

Preserving, growing, and ultimately, passing on wealth are complex issues. Whether it is credit, deposits, wealth management, estate planning, our goal is to help clients navigate the complexity of managing wealth. Clients at U.S. Trust have a team dedicated to them and their families. While U.S. Trust has the depth and breadth of a large private bank, we also care about the things you care about most, your parents, your children, your family.

Identify client needs and provide investment and business solutions through a consultative sales approach Organically created sales campaigns based off of firm initiatives and current market events Consult in the areas of portfolio construction and practice management, utilizing Morningstar Direct analytics and value-add campaigns

Design and implement an aggressive sales strategy targeting key wirehouse (Morgan Stanley, UBS, Wells Fargo, Merrill Lynch), independent broker-dealers (Raymond James, LPL, Common Wealth), and national retail (Edward Jones), and RIA’s (TDA, Schwab, Fidelity) located throughout the San Francisco, Bay AreaGain access to key representatives’ advisory business, synthesizing data to position the American Funds against competitor fundsConduct regular dialogs with advisors, highlighting market behaviors, fund analysis, and practice management techniquesCo-led and managed scheduling team whose key goal was to generate WebEx appointments for me, as well as in-person appointments for my External partnerEnhancing perspectives on external market trends, competitive dynamics and business implications through regular review and synthesis of industry research