Speak with a Partner

content-image

John W. Sleeting

Managing Partner – Family Office Services

Start a Conversation

content-image

Kevin G. Carani, CRPS®

Director, Retirement Plan Services

Speak with a Partner

content-image

Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

content-image

Kevin J. Rochford, CEPA®

Director, Family Office Services

Focus Clients

Ultra High Net Worth Individuals & Families

Specializing In

Entrepreneurial Planning & Execution,
Estate, Investment, Tax, and Philanthropic Goal Integration,
Family Governance,
Intergenerational Wealth Management.

Professional Biography

Kevin is the child of Irish immigrants who settled in New York City, where they raised their three boys. They realized the American Dream with all the boys going on to college and beyond, building professional careers in diverse areas. As such, Kevin is passionate about making sure the same Dream is realized and safeguarded for his clients and their families.

After serving as an artillery and intelligence officer in the Marines after college, Kevin embarked on a three-decade career in financial services. He began in commercial banking and soon progressed to global markets, where he lived in London and Asia for 6 years, overseeing clients and relationships across Europe, the Middle East, HK, and Japan.

Academic Studies

Williams College, Bachelor of Arts in Political Science and Minor in Russian
NYU Stern School of Business, Executive MBA
University of Chicago, Leadership and Volatility Studies

Affiliations & Service

The Naval War College Foundation, Member Board of Trustees
Lookingglass Theatre Company, Board President
The Marine Corps University Foundation, Member Board of Trustees

← Back To Team Page