As an advanced investment consultant, Kevin Vanderbilt holds a certified investment management analyst (CIMA®) designation and serves as the firm’s senior investment and business development analyst. He is responsible for interfacing with prospective and current clients while also assisting the portfolio managers with their marketing and research efforts. He joined Foundations with experience in the financial service industry as a managed account specialist at Dreyfus, an internal sales consultant with Henderson Global Investors, and a sales director with Elysian Capital Markets Group.
A graduate of Villanova University, Kevin holds a bachelor’s degree in business administration with an emphasis in marketing and a double minor in finance and international business. He holds the CIMA® designation from The Wharton School at the University of Pennsylvania and maintains his FINRA Series 6, 7, 63 and 65 registrations.