Kevin Condon, CFA^® is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He is responsible for providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and their businesses.

Most recently, Kevin worked at Citi Private Bank based in New York City, where he was a Director and the Investment Counselor Head for the High Net Worth Region. In that role, Kevin led a team of experienced product specialists that provided high net worth clients with asset allocation, product advice and capital markets solutions. Prior to that, he worked as a portfolio manager at UBS AG Private Bank where he was responsible for the management of the firm’s global multi-asset discretionary product platform. Kevin started his career as a portfolio manager at Bank of America Private Bank (formerly US Trust). Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA^® Charterholder.

Our team, FCMH Wealth Management & Associates uses a comprehensive approach that focuses on efficiently managing both sides of the balance sheet, offering cash and lending solutions, wealth structuring and tax efficient portfolio management. We work with a diverse client base which includes entrepreneurs, executives, family offices and real estate investors whose goals are primarily to preserve and grow their assets. Our investment philosophy includes a focus on risk management, with the intent to diversify away from the risks inherent in their business.

Kevin resides in Wilton, CT with his wife and 4 children. In his spare time, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf and skiing.