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MEMBER PROFILE

 

Kevin Gavey

UBS Financial Services

 

Member profile details

Membership level
New York Emerging Professional (39 & Under)
First name
Kevin
Last name
Gavey
Title
Private Wealth Advisor
Company
UBS Financial Services
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Long Island News & Events
  • New York News & Events
  • Rhode Island News & Events
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
a client needs guidance on estate, tax, investment, and personal goals that help define their exit planning, family dynamics, and legacy, whether they retain or exit their business.
Profession
  • Coach
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Culture
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Life Coaching
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Financial Services
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
Professional Certification(s)
CFA, CEPA
In Business Since
2013
How to contact
(212) 713-3708 or kevin.gavey@ubs.com
Client Results
Most recently have had two successful fundraising rounds for business owners. Both transactions structured where each owner pulled money out of the business, retained majority ownership, and valued the companies at nine figures.
Advisor Resource Relationships
  • EPI
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