Kevin Connell

Kevin Connell

Managing Director at Lyell Wealth Management | San Francisco, California, United States

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Work Experience

Lyell Wealth Management

Managing Director

2016-05-01 — Present

Atherton Lane Advisers, LLC

Portfolio Manager

2005-02-01 — 2016-04-01

The Portola Group, Inc

Portfolio Manager

2003-10-01 — 2005-02-01

PricewaterhouseCoopers

Senior Associate

2000-08-01 — 2003-10-01

Mellon Private Asset Managment

Regional Sales Office Supervisor

1997-12-01 — 2000-01-01

Skills

investment management portfolio management financial planning income tax planning active management

Languages

English