Nevin Kaul

Nevin has over 20 years of experience managing assets for individual investors and business owners. Before joining Kirk Capital Advisors, he managed high-net-worth assets and retirement plans at Ategra Capital Management.

Nevin specializes in corporate retirement strategies for private medical practices and business owners. As an ambitious asset to the firm, he works with clients on portfolio strategies, risk analysis, estate, and tax planning. His career began at Citi Smith Barney/Morgan Stanley, helping clients align assets with financial goals. Inspiringly, Nevin founded a commercial development arm for a private government technical contracting business, growing it to over $16 million in annual revenue.