Kevin began his career in the industry in 1995 when he joined Carlyle Wealth Management where he served as Senior Vice President and worked with the firm’s principal on day to day management of $120M in assets.
In 2001, he was recruited to the Atlanta branch of AXA Advisors LLC to address their initiatives to enhance the firm’s wealth management capabilities. During his tenure with AXA, Kevin created Your Wealth Partners, a group of seven advisors and twelve staff members who provided the day to management of over $400M of assets in accounts for both individual and corporate/trust clients.
In 2018, with the desire to further expand the scale and capabilities in planning, wealth and risk management, Kevin established the SEC registered investment advisory firm, Ferguson Shapiro LLC. Through its new clearing and custody relationship with Charles Schwab and independent broker dealer relationship with Pursche Kaplan and Sterling, the firm was able to enhance its research, technology, and staffing to further enhance and customize the services and products available to clients.
In development of investment strategies, the firm’s primary emphasis in portfolio construction is consistency of performance over time. Kevin and the group apply sophisticated analytical skills and tools to understand existing portfolios and to structure suitable improvements to better meet client’s needs. Typical considerations include tax efficiencies, and changes in economic and/or technical factors within the capital markets.
Kevin is a graduate of the University of Georgia. He holds the CERTIFIED FINANCIAL PLANNER™ designation through the Certified Planner Board of Standards and is an active member of the Georgia financial planning association. He has been named a 5 Star Wealth Manager in multiple years in Atlanta Magazine with the most recent in 2016. He has lived in Atlanta since 1976 and is an avid cyclist and outdoor enthusiast.