Partner, Portfolio Management
Kevin, who is a Partner and Portfolio Manager at Ocean Heights, heads the firm’s investment research.
Kevin has over 17 years of professional experience in the financial services industry. He was a Managing Director at Miracle Mile Advisors, and President and Chief Investment Officer of Palo Capital.
Before entering the financial services field, Kevin held senior management roles at several healthcare and technology companies. He served as Chief Financial Officer of Valence Semiconductor, President of CHI, (a healthcare data company), Vice President of the Health Data Institute, and Research Scientist in the Department of Economics at The RAND Corporation. His avocational interest in investing led to appearances in Barron’s (a national financial publication), and to his founding of Palo Capital in 2005 which he headed for 14 years.
Kevin graduated from Brown University with a concentration in healthcare economics, and earned an M.D. from Stanford University School of Medicine. He completed internal medicine residency and an M.S. degree at UCLA where he was a Robert Wood Johnson Scholar in Health Policy.
Some interesting facts about Kevin
- He was the only economics major in his medical school class.
- After his playing days, he coached over 40 youth and club soccer teams including future professional players.
- Kevin is a distant relative of Muhammed Ali whom he once helped treat at UCLA hospital.
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