Home > Kevin Markett, CFP®, CTFA
May 31, 2017

Kevin Markett, CFP®, CTFA

Kevin serves as Director, Senior Client Relationship Manager at Geller Advisors. He has over 20 years of experience advising high-net-worth clients and institutions in all areas of asset and wealth management, including wealth preservation, wealth transfer, and philanthropic planning.

Kevin uses his significant expertise to help clients build, monitor, and achieve their financial objectives by developing tailored financial plans and teaming with other advisors and service providers to ensure seamless implementation. Kevin is also a member of the firm’s Investment Committee.

Prior to joining Geller Advisors, Kevin worked at Russell Investments where he advised institutional clients on investment strategy and implementation. He also provided investment and financial planning services to high-net-worth individuals at The Citigroup Private Bank.

Kevin received a Bachelor of Arts in Economics from Connecticut College and a Master of Business Administration with a concentration in Finance from Marist College. He is a Certified Financial Planner (CFP) and holds a Certified Trust and Financial Advisor (CTFA) designation, as well as a FINRA Series 3 license.

Contact Kevin at kmarkett@gellerco.com