Kevin Reed is a Senior Vice President and the Head of Wealth Management. He brings over 20 years of industry experience to Janney.
In his role, Kevin is responsible for the oversight of the Firm’s Wealth Management Solutions and Services Group that includes advisory services, cash management, exchange-traded products, fixed income trading, insured solutions, mutual funds, retirement plan services, trust services, unit trusts, and wealth planning services. He is also responsible for Janney Capital Management, an independent division of Janney, which provides fee-based discretionary investment management for individual, corporate, and institutional portfolios.
Most recently, Kevin served as a Managing Director, Fixed Income where he was responsible for the Firm’s Retail and Institutional Taxable Trading and Sales businesses as well as Fixed Income Research and Strategy. He also managed the overall retail client service and marketing efforts to include the positioning and communication of Janney’s fixed income product set to the firm’s Private Client Group.
Kevin joined Janney from LPL Financial where he supervised a team of professionals that was responsible for the product needs of the largest independent financial advisor force in the country. In addition, his experience includes various product roles at firms such as AIG Advisor Group and Fiserv Securities.
Kevin is registered as a General Securities Principal, a Municipal Securities Principal, and a General Securities Representative with FINRA. He holds a Bachelor of Science in Finance from Colorado State University and a Masters of Finance from Pennsylvania State University.