Portfolio Analyst

Overview

Kevin McVicker is responsible for working with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. These duties include executing equity and fixed income security transactions, reviewing and maintaining client account asset allocation targets, preparing financial reports, and providing general support and research of portfolio and investment strategies.

Kevin has a Bachelors Degree in Finance from Washington State University in Pullman, WA and has previous experience in the financial industry.

Kevin enjoys waterskiing, fishing, hiking and spending time with his wife and family.

Certifications & Accolades

Education

Bachelor of Arts in Finance

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