Kevin Floyd CFA, CFP®, AIF®
Role: Manage RIA operations for SK Advisor Network, encompassing trading, portfolio reporting, and providing financial planning and investment support to member firms.
Background: Since 2008, I have built a robust operations and compliance background across the financial services industry, having held senior roles at top-tier regional wealth management firms, a national brokerage, an agricultural lender, and a large institutional investment manager. This diverse experience, overseeing $2 billion in assets, has equipped me with a deep understanding of operational efficiency, regulatory requirements, and best practices to ensure streamlined processes and exceptional client service within an RIA environment.
Personal Note: My wife, Melissa and I live in Richland, Washington, with our daughter, Alexandria, and son, Austin. Outside the office I enjoy traveling outside the country, spending time on the tennis court, and attempting to craft homemade meals in the kitchen for family and friends.