Kevin May, CEPA®

Kevin May, CEPA®

Senior Wealth Advisor

Kevin is a seasoned wealth advisor renowned for his unparalleled expertise in investment strategies and his unwavering commitment to client success. Throughout his career, he has held senior roles at prestigious financial institutions, including BNY Mellon, where he excelled as a Principal, and Bessemer Trust, where he served as Vice President. His extensive experience also spans positions at Bank of America Private Bank and Capital Group. These diverse roles have equipped Kevin with the ability to cultivate strong client relationships, deeply understand their goals, and provide tailored solutions in investment management, wealth and estate planning, and family office management. His commitment to crafting personalized financial strategies for families has cemented his reputation and demonstrated his industry insight.

Beyond his professional achievements, Kevin has shown a profound dedication to service, notably during his time in the U.S. Navy Search and Rescue (HSC-6) during Operation Iraqi Freedom. His experience in the U.S. Navy has honed his leadership skills, instilling in him a deep sense of responsibility, resilience, and a collaborative spirit, which he seamlessly integrates into his current role as a trusted Wealth Advisor. His commitment to service extends into civilian life, where he actively supports veterans’ welfare through his involvement with Iraq and Afghanistan Veterans of America (IAVA). Additionally, Kevin contributes to the entrepreneurial community as a Founding Member of the Harvard Alumni Entrepreneurs Accelerator. Kevin is also a Certified Exit Planning Advisor (CEPA). He holds a Master’s degree in Management from Harvard University and a Bachelor’s degree in Political Science from the University of California, San Diego. He resides in San Diego with his wife, Nancy, and daughter, Audrey, where he enjoys coaching Audrey’s soccer team and embarking on hiking adventures with his family.

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