Director of Operations
Kevin began working with Horter Investment Management in 2008 and has developed comprehensive operational knowledge of Horter, including IAR support, trading, billing, payouts, CRM, and portfolio management software. Kevin plays a pivotal role on enterprise level partnerships with key vendors involved within each department of the organization.
As Director of Operations and Technology, Kevin is responsible for overseeing trading, billing, account reconciliation, and ACAT transfers. He analyzes the Portfolio Managers to ensure they meet the firms mandated performance standards, risk tolerance, and low-risk money management criteria.
Kevin leads the largest group of staff members in the company and is keenly aware of his people’s disposition and consistently focusing on improving processes and efficiencies. Kevin started his college career as a football team member at Wittenberg University and later transferred to the Indiana University where is graduated with a B.S. in Business Administration.