Open to opportunities

Kevin Guth

@kevinguth

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Experienced wealth management executive specializing in investment strategy and team leadership.

United States

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What I'm looking for

I seek senior roles in wealth or investment management where I can lead teams, grow AUM, advise on alternatives, and drive business development in a collaborative culture.

I am a wealth management executive with a thirty-year career spanning wirehouse and RIA environments, focused on investment management, business development and quantitative analysis.

I led the integration of a Merrill Lynch private client business into a start-up RIA, transferring ~200 households and $1.6B AUM, and drove revenue growth (+100%) and team assets (+300%) during my leadership.

My experience includes managing individual and institutional portfolios, alternative investments (private equity, hedge funds, real estate), retirement plan advisory, and discretionary equity strategies under Merrill Lynch's PIA program.

I am a results-oriented leader who builds teams, develops client acquisition and retention programs, and mentors future talent; I look to apply my expertise to help firms grow assets and improve client outcomes.

Experience

Work history, roles, and key accomplishments

Partner, Managing Director

Snowden Lane Partners

Jan 2013 - Dec 2021 (8 years 11 months)

Led integration of a Merrill Lynch private client business transferring ~200 households and $1.6B AUM, grew team revenue 100% and assets 300% through investment performance and new business development.

Wealth Management Portfolio Management Private Equity Alternative Investments Client Acquisition Financial Planning Team Leadership Investment Analysis

Vice President, Senior Financial Advisor

Merrill Lynch

Jan 1997 - Dec 2013 (16 years 11 months)

Built a financial advisory team managing over $1B in private and institutional assets, achieved PIA designation, and delivered discretionary equity and ETF strategies while consistently meeting top revenue and retention targets.

Investment Management Discretionary Trading ETF Strategies Business Development Compliance Pipeline Management

Account Executive

Albion Group International

Jan 1994 - Dec 1997 (3 years 11 months)

Managed key corporate accounts including Lockheed Martin and GE Aircraft Engines, led new business presentations and executed marketing and referral programs to grow domestic and international relationships.

Key Account Management Business Development Presentations)Strategic Marketing Cold Calling Client Relationship Management International Accounts

Education

Degrees, certifications, and relevant coursework

University of Connecticut

Bachelor of Science, Finance

1989 - 1993

Completed a Bachelor of Science in Finance at the University of Connecticut, focusing on finance coursework and preparation for a career in wealth management.