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Kevin Carey, CFA

Vice President
Senior Portfolio Manager

720 E. Broadway
Columbia, Mo 65201
(573) 874-8490
Email Kevin

Kevin has more than 30 years of experience in investment management, including working in the wealth management group of a national investment firm and as primary portfolio manager for a publicly traded mutual fund.

Education and Certifications

  • Master of Business Administration, Indiana University
  • Bachelor of Science in Finance, California University of Pennsylvania
  • Chartered Financial Analyst® (CFA)

Interests and Activities

He currently volunteers for the Columbia Chamber of Commerce, the Food Bank for Central & Northeast Missouri, Kids for Hunger, Rainbow House, Ronald McDonald House, and Art in the Park. Previously, Kevin served on the CFA Institutes in both Phoenix and Chicago; the Early Childhood Alliance in Fort Wayne (Indiana); the Allen County/Fort Wayne Historical Society; the Kiwanis Club of Goshen (Indiana); and the Boys and Girls Club of Goshen.