Kevin F. Mahon

Vice President of Portfolio & Wealth Advisory

Kevin joined BBR Partners in 2019 and is a Vice President of Portfolio & Wealth Advisory. Kevin’s responsibilities include supporting Portfolio and Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining BBR, Kevin was a client advisor at WMS Partners, a registered investment advisor serving high-net-worth clients.

Kevin holds a BS in Economics from the University of Maryland, College Park, and is a Chartered Alternative Investment Analyst.

Outside of the office, Kevin enjoys staying in shape, spending time with friends & family, and cheering on his favorite sports teams including the Baltimore Ravens and the Johns Hopkins Lacrosse team.

Get more information

Our Services

Our diverse, integrated offering addresses all aspects of a client’s financial life.
Learn more