Kevin Mahon, CAIAClient Advisor

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Kevin began his career at WMS Partners through an internship in the investment department. He was able to leverage his experience with the investment department and has become a key contributor to the research team in the alternative investments group. Kevin provides analysis and research for a variety of cash flowing private equity investments including private credit and private real estate investments. Kevin is also a client advisor, where he leads client relationships alongside senior client advisors.  Kevin is Chair of the firm's Real Estate Investment Committee.

Kevin holds a Bachelor of Science with a concentration in economics from the University of Maryland in College Park and a Chartered Alternative Investment Analyst (CAIA®) charter holder. Kevin is also a candidate for Level I of the Chartered Financial Analyst (CFA).

WHAT DO YOU LIKE BEST ABOUT BEING A PART OF THE WMS TEAM?

I have been very fortunate to work with successful families at a very young age. Along with the wealth created by these families comes a myriad of complex financial strategies that I would otherwise not have been exposed to - from private investment strategies to tax-efficient planning strategies.

WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?

In my free time, I love to stay active – especially playing club lacrosse and participating in team sports.  I have played competitive sports for most of my life, and the teamwork required to succeed on the athletic field is something that I see in the team here at WMS.

 WHAT IS YOUR MOST MEMORABLE TRAVEL EXPERIENCE?

I was a Spanish business language minor and had the opportunity to study abroad in Barcelona, Spain for a semester during my junior year. During the trip I gained near proficiency in the Spanish language. Barcelona is often compared the “New York of Spain” and I was exposed to a diverse mix of cultures and influences, particularly from my dorm-mates who were all studying from South America. What I found particularly interesting was the way that many other cultures “work to live” while Americans “live to work” and how that influenced everyday life, one aspect of which is financial systems.