Kevin Donohue brings both analytical precision and client-focused care to his role as Associate Portfolio Manager at Centerpoint Advisors. With over five years of experience in fund accounting and client servicing, Kevin applies a deep understanding of financial markets to deliver clear, actionable insights that support tailored portfolio strategies.

Working at Centerpoint:

Attention to detail and creating efficiencies are just two of Kevin’s strengths that perfectly led to his role as Client Service Associate and now Associate Portfolio Manager at Centerpoint Advisors. His day-to-day activities include investment research and analysis, portfolio modeling, trade execution and monitoring. Kevin is also the first to organize incoming portfolio information, quickly identifying client needs to assess for solutions as efficiently as possible. To stay on top of the items that matter most to clients, he frequently participates in investment committee meetings, portfolio manager presentations, and is key to expediting urgent client matters. Accredited with the CAIA designation and holds the FINRA series 65 license, Kevin remains committed to continued learning — especially in the realms of asset allocation, investment technology, and risk management.

Background:

Kevin earned a B.S. in Finance from the University of Maine, where he focused on financial markets and institutional, method of financing business operations, security selection and portfolio management. He began his career as a fund accountant at State Street Bank and quickly rose to a senior associate role. He later joined Brown Brothers Harriman as a Client Service Supervisor before transitioning to Centerpoint Advisors. Kevin’s blend of technical knowledge and client service makes him an asset to the firm’s investment team. He holds the FINRA Series 65 license and is a Chartered Alternative Investment Analyst (CAIA) charter holder.