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Kevin Maldonado - Vice President, Client Relationship Manager

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Kevin Maldonado

Kevin Maldonado

Vice President, Client Relationship Manager

Chicago, IL

Kevin Maldonado - Vice President, Client Relationship Manager

Kevin Maldonado

Vice President, Client Relationship Manager

Chicago, IL

Passionate about giving his clients the most comprehensive advice that he can.
Office Locations Served

Chicago, IL

Professional Summary

Kevin focuses on ensuring an excellent client experience by leveraging his communication and teamwork skills to collaborate with internal and external partners. He assists clients with investment planning, portfolio analysis, and risk management.

Previous Work Highlights

Kevin spent four years at Northern Trust as an account manager in their Global Family Office department, supporting ultra-high net worth families with everything from reporting issues to security transfers.

Personal Facts

In his spare time, he enjoys volunteering with the Mariachi Heritage Foundation, a 501(c)3 nonprofit organization, where he is an Assistant Director. Kevin helps the foundation set up concerts and find sponsors to fund music programs for Chicago public schools. His favorite part about working with the foundation is their annual Mariachi Festival in downtown Chicago.

Education & Certifications

Bachelor’s, English, University of Illinois Urbana-Champaign

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Kevin Maldonado

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.