Kevin Gavey
UBS Financial Services
New York, New York
Contact
How to contact
(212) 713-3708 or kevin.gavey@ubs.com
Professional Profile
Call Me When
a client needs guidance on estate, tax, investment, and personal goals that help define their exit planning, family dynamics, and legacy, whether they retain or exit their business.
Professions
Coach
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Culture
Estate planning
Family business
Investments
Strategic planning
Trusts
Life Coaching
Exit/Transition Planning
Professional Certification
CFA, CEPA
Client Industries
Business Services
Computer/Electronics
Financial Services
Media and Entertainment
Real Estate/Construction
Software/Internet
Client Results
Most recently have had two successful fundraising rounds for business owners. Both transactions structured where each owner pulled money out of the business, retained majority ownership, and valued the companies at nine figures.
Advisor Resource Relationships
EPI
Chapter information
Membership
New York Emerging Professional (39 & Under)
Member since
Member for 9 months
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