Kevin S. Roof joined the firm in June 1999 and is the firm’s Chief Operating Officer. He oversees and coordinates the firm’s day to day administrative, client service, employee training, and personnel growth, financial, human resources, information technology, and the firm’s processes and procedures. His administrative, client-centric, technical, and leadership background spans nearly four decades providing the basis for managing a client-centered firm. Kevin plays a critical role in shaping and guiding the future growth and development of the firm.
He works closely with firm’s client service and operations teams as well as the firm’s clientele on an ongoing basis regarding communication and client service standards and is responsible for assuring the firm is meeting its financial and service commitments to all clientele. Kevin is a member of the firm’s Investment Committee.
Kevin is a graduate of both Temple University and York College and is a holder of the Series 65 – Registered Investment Advisor Representative. Mr. Roof has volunteered and participated with many non-profit organizations including but not limited to the American Heart / American Stroke Association, Dress for Success, Juvenile Diabetes Research Foundation, United Methodist Home for Children, United Way of the Capital Region and as a host family for exchange students through AFS-USA.