About Me

Kevin W. Byrne, Senior Vice President/Investments

 

Kevin W. Byrne, CIMA®, CTFA®

Senior Vice President/Investments
Portfolio Manager – Solutions Program

 

Kevin provides comprehensive wealth management and investment services to high-net-worth individuals and families, including goals-based planning, discretionary portfolio management through Stifel's Solutions Program, and objective, experienced guidance as it relates to his clients' financial needs and concerns.  His goal is to ensure his clients are educated and well-informed about their financial matters, including why they own their investments and the fees they are paying, while helping them stay on track with their long-term plan through every market environment.

Having attained the Certified Trust and Financial Advisor (CTFA) and Certified Investment Management Analyst® (CIMA®) designations, Kevin has attained in-depth knowledge surrounding fiduciary and trust responsibilities, wealth planning, tax strategies, and investment management.  It is part of his commitment to continually expand his knowledge base in an effort to further develop investment strategies with his clients' best interests at heart.

Additionally, Kevin earned a B.S. in Business Administration from the University of Wisconsin at Green Bay and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  He is also a member of the Investments & Wealth Institute and the American Bankers Association.

Prior to joining Stifel in 2019, Kevin worked at Raymond James for 11 years and nearly 10 years at Wachovia Securities (now Wells Fargo Advisors) in Chicago and Green Bay as a Financial Advisor and Vice President/Investments.  Prior to becoming a financial advisor, he followed in his family's footsteps by founding and owning Byrne Masonry & Tuckpointing.   

Kevin is a native of Chicago, where he lives today with his wife, Annemarie, and children, Bill, Kaitlin, Claire, Sara, and Grace.  In his free time, Kevin enjoys fishing, golfing, boating, basketball, cooking, making beer, and spending time with his family.  He is an avid fan of the Chicago Bulls and Chicago Bears.