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CATEGORY:
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Wealth Management
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Member Name:
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Kevin W. Taube, CFA, CRPC
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CONTACT INFO:
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Address
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Manchester, NH
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Phone
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617-835-0227
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Email
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Kevin.taube@comcast.net
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SERVICES
PROVIDED:
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Kevin serves as an essential partner to busy professionals,
small businesses, and non-profit organizations, each
excellent in their own field, but often need help
with wealth management issues due to a lack of time
or expertise. Specific services offered include:
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Wealth Forecasting
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Investment Management
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Retirement Planning
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Education Planning
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Liability Management
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Insurance
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Estate Planning
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SPECIALTY:
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Kevin takes a holistic approach to wealth management
and works closely with each client to help manage
and coordinate their specific wealth management needs.
By accessing his firm's broad array of resources,
Kevin is able to create a plan that is the least complicated,
most effective way to help accomplish clients' goals.
Importantly, he has the freedom to pursue an open
and unbiased suite of investment solutions that maximizes
his ability to operate in his clients' best interests.
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BACKGROUND/PROFESSIONAL
EXPERIENCE:
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Kevin has been a Chartered Financial Analyst
(CFA )
since 1999.
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Kevin has been a Chartered Retirement Planning
Counselor (CRPC)
since 2007.
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2006-Current: A leading wealth management firm
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1999-2006: Arrowstreet Capital, LP - Kevin
helped launch the money management firm Arrowstreet
Capital, LP in Cambridge, Massachusetts and
was one of the firm's original Partners. Arrowstreet
specializes in managing global/international
equities for large institutional investors such
as pension funds, endowments, and foundations.
During his tenure, Arrowstreet successfully
grew from start up to over $15 billion under
management.
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1996-1999: PanAgora Asset Management
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1994-1996: Mellon Trust
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1994: Kevin received his BS in Business Administration
from the Whittemore School of Business and Economics
at the University of New Hampshire
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Professional Associations:
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Boston Securities Analyst Society
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UNH Pathways program which is a one-to-one
mentoring program designed to bring UNH alumni
professionals together with UNH students for
the purpose of professional growth
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Additional Info:
For compliance and control reasons, Kevin's firm
does not allow him to list his company's name or logo
on third party websites. Disclosure of this information
will be shared with prospective clients on an individual
basis as they contact him.
For more information on the CFA Institute or the
Chartered Financial Analyst
designation, please visit http://www.cfainstitute.org/aboutus/overview/stats.html
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