Kevin P. Hodson, CMT, CAIA, AIF®

Kevin serves as Director of Investments and Wealth Advisor at AAF Wealth Management, overseeing the management of the firm’s investment portfolios and providing comprehensive solutions for high-net-worth individuals along with for-profit and not-for-profit organizations.

In his role as investment director, Kevin leads the firm’s investment committee in both establishing and expressing its global investment strategies through the use of various types of traditional and alternative investment solutions.

In addition, Kevin meets with clients to deliver a full range of solutions identified through ongoing consultative meetings and interactions. These solutions include personal financial planning, investment management, tax advisory, insurance, estate, philanthropic, and business succession planning.

Kevin brings 25 years of experience in financial services to the AAF Wealth Management team along with six years of service as an active-duty officer in the United States Marine Corps. He earned a bachelor’s degree from Providence College, graduating cum laude and holds both the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) credentials along with the Accredited Investment Fiduciary (AIF®) designation.

Kevin maintains an active membership in the Boston Semper Fidelis Society, which serves the needs of current and past Marines in the greater Boston community. He is an avid supporter of both the Marine Corps Scholarship Foundation, which provides financial scholarship assistance to the children of Marines injured and killed in the line of service, and the Semper Fi & America’s fund organization.

He lives in Marlborough, MA with his wife, two children and Olde English Bulldogge, Harley.