Kevin Barlow, CFA®

Kevin Barlow, CFA® 

Kevin Barlow, CFA® 

Managing Partner

kbarlow@oceanha.com

Kevin Barlow, Ocean Heights Advisors’ Managing Partner, has over 16 years of professional experience in financial services working with high-net-worth individuals and families.  In addition to working with the firm’s clients directly, he also shares responsibility for the investment research that underlies our investment solutions.

Prior to Ocean Heights Advisors, Kevin was a Managing Director at Miracle Mile Advisors, and headed the Private Client Group at Palo Capital. Kevin also previously spent 10 years in wealth management and investment consulting roles with Bessemer Trust, City National Rochdale, and Fisher Investments.

Kevin received his MBA from The Wharton School at the University of Pennsylvania with a dual major in Finance and Management, and a B.A. with Honors from the University of Michigan. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute as well as the CFA Society of Orange County. Kevin serves on the Board of Directors of the Newport Beach Public Library Foundation.

Some interesting facts about Kevin
  • In his senior year of high school, he wrote his career paper about being a financial advisor.
  • At home with his daughter, he Is the president of team birthday cakes and ice cream.

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Address

660 Newport Center Dr. Ste 700
Newport Beach, CA 92660

Phone

949.715.2126 office

Email

info@oceanha.com