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 can 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 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 is a Chartered Financial Analyst^® (CFA^®), and Chartered Retirement Planning Counselor^SM (CRPC^®), and has more than 30 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 enjoy visiting the White Mountains as well as travelling across the country to pursue new adventures.

Katie is a Partner and Wealth & Portfolio Specialist at Taube Wealth Management Group at Steward Partners in Manchester NH. Serving as the point person for all administrative and service requests, she is committed to providing an exceptional experience to clients by efficiently serving their unique needs. She maintains a high standard of excellence through assisting in ongoing client communication, implementing cash and security transfers, investing portfolios, regular reporting, and resolving all client inquiries in a timely manner.

In addition to reviewing goals and portfolios with clients, Katie spearheads many of our custom wealth planning initiatives, providing clients with resources and support to help organize their wealth plan (e.g., beneficiary reviews, insurance needs, college planning, tax document preparation, etc.). She does this with the goal of ensuring the highest level of client satisfaction and support.

Katie is a CERTIFIED FINANCIAL PLANNER™ professional and has more than ten years of experience in the investment management and financial services industry.

Prior to joining Steward Partners, Katie held multiple roles at both Fidelity and Putnam Investments where she focused her career on how to deeply serve the wealth management needs of individuals and their families. She received her bachelor’s in communication from the University of New Hampshire in 2010, later completing her Master’s in the same field in 2015 from Southern New Hampshire University. She has also completed a graduate certificate in Financial Therapy from Kansas State University.

In her spare time, Katie serves as a co-chairperson of the Moore Center Family Support Council which provides support, education, funding, and resources to family caregivers of individuals with intellectual and developmental disabilities in the Greater Manchester, NH area. She and her family reside in Bedford, NH.