Managing Director of Business Development

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Kevin Kale

Kevin leads the new business development strategies at WealthStone. In addition, he works closely with high net worth and institutional clients to identify the appropriate investment and planning solutions to meet their long-term goals.

Kevin Kale

Managing Director of Business Development

Kevin Kale is the Managing Director of Business Development at WealthStone. He leads the firms efforts acting as a liaison to connect ultra-high net worth and institutional prospects and clients to the WealthStone team. As a trusted advisor, Kevin brings passion, integrity, and expertise working with individuals, families, and institutions and is committed to partnering with clients in ways that transcend traditional client relationships.

Prior to joining WealthStone, Kevin served as Vice President / Client Consultant with Manning & Napier Advisors. During his 14 years there, Kevin was responsible for new client acquisition and serviced $2 billion in institutional and high net worth client assets. His responsibilities included coordinating wealth planning for high net worth clients, marketing the firm’s investment management capabilities to institutional clients, consultant relations, communicating the firm’s investment process, portfolio positioning, strategy and results across the firm’s investment mandates. Prior to Manning & Napier, Kevin served as a lead sales representative and marketing manager at the global division of AT&T.

Kevin earned his Bachelor of Arts in Communication with a minor in Marketing at Bowling Green State University, and his MBA at Otterbein College. He is currently a level III CFA candidate. Kevin lives in Granville, Ohio with his wife with his wife and two teenagers.  His family is active in church ministries and involved in improving their local community through participation and support of local non-profits.

connect with Kevin

If you want to get in touch with me, just drop a note into the form below and it will come right to me.

– Kevin Kale