As a Relationship Manager at Prio Wealth, Kelvin works closely with clients, prospects, Prio Wealth advisors, and business partners with regards to their investment management, financial planning, estate planning, and administrative needs. Kelvin started at Prio Wealth as an Operation Analyst in 2021, before being promoted to Relationship Manager in 2022. Prior to joining Prio, Kelvin was a Client Service Representative with MFS Investment Management.
Kelvin is a graduate from the University of New Hampshire with a Bachelor of Science in Finance. Kelvin is originally from Portland, ME and currently resides in Cambridge, MA.
Kelvin’s personal priorities include golf, ice hockey, hiking, camping, cooking, and spending time with friends and family.