About Kevin Sanchez
The focus area of Kevin’s practice since 1994 is strategizing with boards of non-profit organizations, foundations, and endowments in the creation of prudent investment policies, portfolio design and implementation. He is also experienced in a broad range of comprehensive wealth management strategies for affluent families, including development of multigenerational wealth strategies, coordinating effort across clients outside tax and legal advisors, and comprehensive portfolio performance monitoring.
Highly responsive to client needs, Kevin ‘s detailed approach helps cultivate exceptional, long-lasting relationships. He built his practice upon the shared vision of excellence, critical thinking, and discipline.
Kevin earned his M.B.A. in Finance with honors from the University of Oregon’s Lundquist School of Business. He holds a B.S. from the University of Oregon, graduating cum laude with a triple major in Finance, Management and Marketing. He earned the Certified Investment Management Analyst (CIMA) and the Certified Private Wealth Advisor (CPWA) designations under the joint auspices of the Wharton School of Business, Chicago Booth School of Business and the Investments and Wealth Institute (IWI).
In My Own Words
In life, it’s crucial to find your passion.
Something meaningful that speaks to you.
Leave a legacy…
For me, that means serving as a trusted advisor to nonprofit organizations and climbing the tallest mountains worldwide. I’ve taken on the challenge of conquering the Seven Summits, the highest peak on each continent. To date, I’ve summited five, and my goal is to reach my final summits, Denali & Mt. Everest, by 2028.
Both my profession and my mountaineering pursuits share a common thread: setting ambitious goals and meticulously preparing to achieve them. In both realms, I focus on mitigating risks and planning for every possible scenario. This approach is crucial in both investing and mountain climbing, where success depends on addressing potential pitfalls upfront.
For me, this isn’t just a job—it’s my calling. It’s about the deep connections I form with my relationships. I love being the person they trust to help their organizations achieve their philanthropic dreams. There’s immense satisfaction in seeing the positive impact that nonprofits have on their communities. Attending their events and witnessing their passion for making a difference brings me great joy.
Using my expertise in investment management to support nonprofits in their mission to enhance their communities is my greatest reward. It’s incredibly fulfilling to know that my work contributes to their success and the betterment of society.
Securities Agent: IL, WA, NM, KY, WI, OH, DE, ID, AK, NJ, MA, DC, CO, AR, AL, UT, TN, PA, NV, RI, NY, MO, MI, CT, VA, TX, SC, MD, HI, CA, AZ, WY, OR, NC, KS, GA, FL, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2495121