Wealth Manager:
Kevin McCulley, CFP®
Kevin McCulley serves as a Wealth Manager and portfolio analyst and is involved in all stages of financial planning and investment processes. He prepares financial plans and advises clients on various wealth management topics. He is also responsible for asset allocation analysis, securities trading, alternative investment and private equity due diligence, investment research, financial plan creation and client communications.
Kevin joined Harbor in 2007 after completing a one year internship with us. He holds a Bachelor of Arts in International Affairs with an emphasis on the Global Economy from the University of Colorado. Kevin holds the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, Kevin can likely be found cycling, snowboarding, traveling or enjoying the mountains.