Kevin Burt is a Senior Director at IEQ Capital and has provided investment advice to wealthy families and institutional investors for over a decade.
Mr. Burt began his career with Blackstone and RBC Capital Markets where he specialized in alternative asset management. He then joined the Private Banking Group at Credit Suisse before transitioning to First Republic Bank in 2016. In 2019, Mr. Burt joined IEQ Capital to continue his career in financial services.
Mr. Burt holds a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara. He is a Chartered Financial Analyst®, a Certified Financial Planner™, and a member of the CFA Society of San Francisco, California.
Mr. Burt currently resides in Sonoma County with his wife, pets, and son. In his free time, Mr. Burt enjoys traveling, hiking, wine tasting, and playing golf.