Senior Portfolio Manager
Current
Jun 2020 - Present
AeroLeads people directory · profile
Kevin A. Lenox, Cfa®, Cfp® Email & Phone Number
Senior Portfolio Manager at Avidian Wealth Solutions
at
Avidian Wealth Solutions
1 work email found
@stawealth.com
1 phone found area 949
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager at Avidian Wealth Solutions
Location
Houston, Texas, United States
Who is Kevin A. Lenox, Cfa®, Cfp®? Overview
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Quick answer
Kevin A. Lenox, Cfa®, Cfp® is listed as Senior Portfolio Manager at Avidian Wealth Solutions at Avidian Wealth Solutions, based in Houston, Texas, United States. AeroLeads shows a work email signal at stawealth.com, phone signal with area code 949, and a matched LinkedIn profile for Kevin A. Lenox, Cfa®, Cfp®.
Kevin A. Lenox, Cfa®, Cfp® previously worked as Senior Portfolio Manager at Avidian Wealth Solutions and Vice President at United Capital, A Goldman Sachs Company. Kevin A. Lenox, Cfa®, Cfp® holds Bba, Finance from Sam Houston State University.
Company email context
Email format at Avidian Wealth Solutions
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*@stawealth.com
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AeroLeads found 1 current-domain work email signal for Kevin A. Lenox, Cfa®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kevin A. Lenox, Cfa®, Cfp®
Investment professional with over 20 years of experience in the financial services industry, and a CFA charterholder since 2001.Demonstrated expertise in financial planning, economic / market analysis, portfolio construction, and creating customized financial solutions for HNW clients.Important DisclosureAvidian Wealth Solutions (“AWS”) is a registered investment advisor, and I am an active firm member of AWS (referred to jointly as “We”). This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. We do not provide compensation for “testimonies,” “likes,” or “endorsements” found on this social media platform. Third-party rankings or rating of AWS or any team member will disclose the parameters that were used in the consideration directly under the ranking/rating or via a hyperlink. The opinions expressed herein are those of the author and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of AWS, and are only for general informational purposes as of the date indicated.We believe that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.
Listed skills include Portfolio Management, Global Macro, Private Wealth Management, New Business Development, and 4 others.
Current workplace
Kevin A. Lenox, Cfa®, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 34 years
Kevin A. Lenox, Cfa®, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President
United Capital, A Goldman Sachs Company
Nov 2015 - Jun 2020
Senior Investment Strategist / Portfolio Manager
Senior Investment Strategist and Portfolio Manager.Authored most monthly and quarterly client letters.
Jun 2012 - Nov 2015
President
Boutique research and consulting firm that specialized in providing customized solutions for RIAs in bespoke research initiatives, global tactical asset allocation and risk management.Created the Mosaic Financial Conditions Index as a forward-thinking methodology with statistical significance as a leading indicator for the equity markets.
May 2010 - Jun 2012
Vp, Investment Specialist
Primarily worked as an Investment Specialist, but also had brief roles as a Financial Advisor and Private Client Advisor. Directly participated in a client-facing role with advisors that produced an average of $80 MM in new fee based assets per year between 2003 and 2007 in the Investment Specialist position.
2001 - May 2010
Financial Consultant
1998 - 2001
~3 yrs
Financial Consultant
1993 - 1998
~5 yrs
1 education record
Kevin A. Lenox, Cfa®, Cfp® education
-
Sam Houston State University
FAQ
Frequently asked questions about Kevin A. Lenox, Cfa®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kevin A. Lenox, Cfa®, Cfp® work for?
Kevin A. Lenox, Cfa®, Cfp® works for Avidian Wealth Solutions.
What is Kevin A. Lenox, Cfa®, Cfp®'s role at Avidian Wealth Solutions?
Kevin A. Lenox, Cfa®, Cfp® is listed as Senior Portfolio Manager at Avidian Wealth Solutions at Avidian Wealth Solutions.
What is Kevin A. Lenox, Cfa®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @stawealth.com for Kevin A. Lenox, Cfa®, Cfp® at Avidian Wealth Solutions.
What is Kevin A. Lenox, Cfa®, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 949 for Kevin A. Lenox, Cfa®, Cfp® at Avidian Wealth Solutions.
Where is Kevin A. Lenox, Cfa®, Cfp® based?
Kevin A. Lenox, Cfa®, Cfp® is based in Houston, Texas, United States while working with Avidian Wealth Solutions.
What companies has Kevin A. Lenox, Cfa®, Cfp® worked for?
Kevin A. Lenox, Cfa®, Cfp® has worked for Avidian Wealth Solutions, United Capital, A Goldman Sachs Company, Iberia Wealth Advisors, Mosaic Market Research, Llc, and Jpmorgan Chase.
How can I contact Kevin A. Lenox, Cfa®, Cfp®?
You can use AeroLeads to view verified contact signals for Kevin A. Lenox, Cfa®, Cfp® at Avidian Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Kevin A. Lenox, Cfa®, Cfp® attend?
Kevin A. Lenox, Cfa®, Cfp® holds Bba, Finance from Sam Houston State University.
What skills is Kevin A. Lenox, Cfa®, Cfp® known for?
Kevin A. Lenox, Cfa®, Cfp® is listed with skills including Portfolio Management, Global Macro, Private Wealth Management, New Business Development, Tactical Asset Allocation, Risk Management, Alternative Investments, and Wealth Management.
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