Kevin Donald Dorwin
Portfolio Manager-Aktien bei Cerity Partners LLC
Profil
Mr. Kevin D.
Dorwin is a Partner & Market Leader at Cerity Partners LLC.
He focuses on optimizing wealth through efficient investing, risk management, and tax strategy.
His expertise includes portfolio design and management, estate planning, charitable giving, and other wealth management strategies — all designed to meet wealth-building goals of affluent individuals and organizations.
Before joining Cerity Partners, he was the Chief Executive Officer for BOS.
In this role, he provided strategic leadership, guided the firm’s investment and financial planning leadership, and advised select clients.
Prior to BOS, he worked for several large financial services companies including Charles Schwab & Company, Visa International, and Providian Financial Corporation.
At Charles Schwab, he was a member of the Affluent Client Group, playing an important role in helping to launch several new wealth management and estate planning services, including the Schwab Fund for Charitable Giving.
Mr. Dorwin received his undergraduate degree from the University of California, Davis and an MBA from the University of Southern California.
Aktive Positionen von Kevin Donald Dorwin
| Unternehmen | Position | Beginn |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Portfolio Manager-Aktien | 23.11.2021 |
Ehemalige bekannte Positionen von Kevin Donald Dorwin
| Unternehmen | Position | Ende |
|---|---|---|
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Vorstandsvorsitzender | 23.11.2021 |
Visa International, Inc.
 Visa International, Inc. Finance/Rental/LeasingFinance Visa International, Inc. provides credit card services. The company was founded by Dee Hock and is headquartered in Foster City, CA. | Corporate Officer/Principal | - |
Washington Mutual Card Services
 Washington Mutual Card Services Finance/Rental/LeasingFinance Washington Mutual Card Services provides credit card and deposit products to middle market consumers. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Corporate Officer/Principal | - |
Ausbildung von Kevin Donald Dorwin
| University of California, Davis | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
Washington Mutual Card Services
Washington Mutual Card Services Finance/Rental/LeasingFinance Washington Mutual Card Services provides credit card and deposit products to middle market consumers. The company is headquartered in San Francisco, CA. | Finance |
Visa International, Inc.
Visa International, Inc. Finance/Rental/LeasingFinance Visa International, Inc. provides credit card services. The company was founded by Dee Hock and is headquartered in Foster City, CA. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
