Kevin joined Templar following a successful career on Wall St. His last position was at UBS where he was a Senior Relationship Manager in the fixed income, currencies and commodities division. Prior to this role he was a Managing Director responsible for client relationships in Credit and training of the junior sales staff. Up to 2008, he was a Senior Managing Director at Bear Stearns where he focused on credit sales and trading, particularly credit derivatives and structured credit. He joined Bear Stearns in 2003 after a 16 year career at Morgan Stanley. During his time at Morgan Stanley he had a variety of roles in Fixed Income, including running International Bond sales, and eventually as Managing Director helping establish the credit derivative sales and trading department.
His clients include JP Morgan, PIMCO, Perella Weinberg and a variety of hedge funds, insurance companies, asset managers and corporations. Kevin teaches at the London Business School (MBA) and Elon University.
Kevin has an MBA from Columbia University Graduate School of Business ’82. He sits on the Advisory Board of the Chandler Center for the Study of Sales at Elon University, a program he helped create in 2007.