Kevin Winters
Managing Partner, Co-founder @Flatrock Wealth Partners
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WORK HISTORY
Managing Partner, Co-founder @Flatrock Wealth Partners
Newport Beach, CA, US
Our mission is to liberate our clients from the complexity of wealth, empowering them to confidently live their best lives. As we thought long and hard about the ingredients of a well-lived life, we kept coming back to three pillars – People, Passions and Purpose. But pillars are only as strong as their foundation. And wealth is the foundation for life’s priorities. Modern wealth management captures, simplifies and deploys a household’s entire capital base. Wealth enables us to be with the people we love, pursue our passions, find our purpose and collectively enjoy vibrant experiences. At Flatrock, we ardently engineer the robust, durable, and resilient capital foundation to reliably fund the People, Passions and Purpose that matter most in your life. Too often in wealth management, advisors talk about market trends, portfolio values, assets under management and an overwhelming array of financial products. We believe those values, those assets don’t just exist as a piece of paper, a plastic card, or a number on a computer screen. Money in its truest form is a medium of exchange. That money will be exchanged for something and, for most of us, we want that something to be our People, Passions and Purpose. Over time, wealth and priorities evolve. The People change (we’re hoping grandkids!) New Passions develop. Our wealth may even outgrow life’s priorities, extending Purpose to legacy. But, eventually all wealth flows to priorities. And your priorities are ours.
EDUCATION
University of California, Irvine
Personal Financial Planning, Financial Planning
University of Colorado Boulder
BA
ABOUT KEVIN WINTERS
Kevin Winters is a co-founder of Flatrock Wealth Partners, LLC. He is a member of the Flatrock Management Committee, responsible for leading Flatrock\'s advisory board and strategic direction of the firm. Mr. Winters advises affluent families in customizing investments and wealth management strategies that align with the clients\' vision.For over sixteen years, Kevin was an Executive Vice President at PIMCO, a global fixed income and alternatives asset manager based in Newport Beach, CA. Kevin was a Product Strategist in PIMCO\'s Product Strategy Group, with a focus on opportunistic credit interval funds, private real estate debt and equity solutions and multi-asset portfolios for financial advisors, family offices and registered investment advisors. In a prior role, Kevin was the business head for PIMCO\'s RIA and multi-family office team where he led distribution strategy and managed the US team of account managers overseeing $45B in PIMCO assets across alternatives and fixed income. Kevin also served as a member of PIMCO\'s global wealth management operating committee.Before his career at PIMCO, Mr. Winters was an executive with AllianceBernstein and Trust Company of the West (TCW) where he was responsible for structuring the single/multi-family office and RIA business.Mr. Winters has over 23 years of capital markets experience, holds an undergraduate degree from the University of Colorado at Boulder and is a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA) and Chartered Alternative Investment Analyst (CAIA). In his spare time, Kevin enjoys spending time outdoors in the sand or snow with his wife, three sons and dog. You can usually find him mountain biking, surfing, running or scuba diving.All opinions expressed by Kevin and solely his own and do not reflect the opinion of Flatrock Wealth Partners LLC.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy/offer to sell a security. It does not take into account any investor\'s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market/other conditions.Flatrock Wealth Partners is a registered investment advisor. Advisory services are only offered where Flatrock and its representatives are properly licensed or exempt from licensure. For additional information and disclosures, please visit flatrockwealth.com
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