Kevin W. Taube, CRPC®, CFA®
Partner, Managing Director, Wealth Manager
Kevin is a Partner, Managing Director and Wealth Manager at Taube Wealth Management Group at Steward Partners in Manchester, NH. Kevin and his team serve as a partner to busy professionals and wealthy families to help define and achieve their financial goals. By operating within an independent, employee owned partnership utilizing the full-service platform of Raymond James as custodian, they are able to solely focus on the best interests of their clients. In addition, they have a specific niche helping professionals employed in the investment management industry.
Kevin and his team believe in implementing strategies that seek to minimize expenses and complexity in order to accomplish client objectives as efficiently as possible. Specific personalized strategies address wealth forecasting, retirement planning, educational planning, investment management, insurance, and coordinating with estate planning and tax professionals.
Kevin has earned the designations of Chartered Financial Analyst® (CFA®), and Chartered Retirement Planning CounselorSM (CRPC®), and has more than 25 years of experience in the investment management and financial services industry.
Before joining Steward Partners, Kevin served as a Wealth Management Advisor at Merrill Lynch for over 13 years. Prior Merrill Lynch, Kevin served as an original partner and helped launch the money management firm Arrowstreet Capital in Boston, Massachusetts. Arrowstreet specializes in managing global equity strategies for large institutional investors such as pension funds, endowments, and foundations.
Kevin received his BS in Business Administration from the Peter T. Paul College of Business and Economics at the University of New Hampshire in 1994. Kevin and his family reside in Salem, NH. They are avid hikers and are actively involved with Make-A-Wish Foundation® New Hampshire.