As a wealth advisor, Kent provides highly individualized client service and focuses on offering financial solutions for individuals and their families that address their risk tolerance, time horizon, liquidity needs, and overall investment goals. He is committed to developing a clear, actionable plan for clients by collaborating with the Portfolio Management team in the development of strategic financial plans.
Prior to joining Investors Trust, Kent served as director of sales and trading at Brownstone Investment Group, where he worked with a variety of institutional clients focused on domestic high yield and investment grade fixed income. Prior to that role, he served as vice president of institutional sales at Carolina Capital Markets in Chapel Hill, NC, and, earlier in his career, worked in client management and investment management roles with Fisher Investments in California and Naples Capital Advisors, Inc., in FL. Kent has worked in the industry since 2009.
Kent earned a Bachelor of Science degree in business with a concentration in finance from Miami University in Oxford, OH. He is a native of Chapel Hill, where he now resides with his wife.