Kevin Laake, CFA

  • Bachelor of Science, Finance and Marketing, University of Virginia
  • Master of Business Administration, University of Maryland
  • CFA® Charterholder
  • CFA Society Orlando, Member and Past President

As a Senior Research Analyst at AndCo, Kevin serves client needs by conducting investment manager due diligence primarily within the domestic equity space. Kevin has over 17 years of investment research experience.

Prior to joining AndCo, he was Director of Manager Research at Newport Group, where he oversaw a team responsible for recommending and monitoring investment strategies for institutional clients. He was also a member of the firm’s Investment and Asset Allocation Committees. Prior to Newport Group, Kevin was a Senior Equity Research Analyst and Portfolio Manager for PNC Capital Advisors, supporting the firm’s large cap equity portfolios.