Kevin Robertson, CFA

Years at Punch:

<1

Years in the Industry:

17

Personal Interests:

• Golfing
• Skiing
• Yardwork
• Coaching Youth Sports

As the Director of Institutional Relationships, Kevin is responsible for broadening our presence in the institutional market. He prides himself on taking a collaborative approach with clients, serving as an informational resource on behalf of our investment team. Kevin joined Punch in June 2024, and he brings almost 20 years of investment experience to the firm. He regularly travels throughout the country to ensure our clients always have the communication and resources they need.

Kevin is a CFA® charterholder and graduated from Trinity College with a B.A. in Political Science, where he was a member of their NESCAC championship football team. He lives in Hingham, Massachusetts with his wife, Amanda, and their three young children. In his spare time, Kevin enjoys golfing, skiing, and coaching his kids’ various sports teams.

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