Kevin J. Cavanaugh

Principal, Investment Counselor

(626) 792-2228  

Kevin joined the firm in 2011 after over 20 years of experience in the investment management industry, including founding an investment counseling firm in County Kerry, Ireland. Prior to that venture, he served as Chief Investment Officer of Palladian Capital Management in Los Angeles, which he founded in 1998. Earlier experience includes seven years as Executive Vice President of Cramblit & Carney, Inc., Los Angeles, where he managed client portfolios and performed fundamental research on equity and fixed income securities. Kevin began his career at CMB Investment Counselors as a research analyst and trader.

"My goal as investment counselor is to help forge investment plans that have a high chance of success. A winning plan should include sound policy, informed strategy and flexible tactics."

Board of Directors, Ascending Lights
Board of Directors, The Patron Saints Foundation

Loyola Marymount University, Bachelor of Business Administration, 1984
Loyola Marymount University, Master of Arts, Philosophy, 2013

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