Kieron’s primary focus is managing your complex wealth management needs – working with you one-on-one to develop personalized solutions that meet your unique goals and objectives. To ensure that the recommended solutions work now – and over the long term – Kieron will collaborate closely with you and your other professional advisors.
Having completed rigorous coursework, and met the highest investment industry standards, Kieron is specially qualified as a Portfolio Manager. This allows him to offer you customized investment solutions on a discretionary basis. That means he can manage your investments on your behalf, within strict guidelines set in advance, freeing your time to focus on your other important priorities. Coupled with his accreditations in wealth management and financial planning, this has enabled Kieron to successfully manage the complex needs of wealthy families and institutions for over 20 years.
In recognition of his dedication to providing a superior client experience, and running a quality wealth management practice with the support of his team, Kieron has been named a member of the firm’s Chairman’s Council.
Contributing to the community is also important to Kieron. After 11 years as a Director and ultimately Chair of the Board for the St. Joseph’s Healthcare Foundation, Kieron was invited to be a Director of the St. Joseph’s Healthcare System Board. In his downtime, Kieron is an avid skier and mountain biker. He and his wife Michelle have a teenage son attending College and a ten-year-old daughter, who both keep them busy.