Kevin Disano
Financial Services Professional | CIMA, CPWA
- Role
- President at Aspen Standard Wealth
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Kevin Disano
As the Chief Growth Officer at Beacon Pointe, I led a team of professionals dedicated to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families achieve their financial goals. With over 30 years of experience in the financial services industry, I have a proven track record of developing and implementing successful distribution strategies, launching new products, and driving business growth.My expertise spans across various areas, including wealth management, investment portfolio design, and new business development. I hold multiple certifications, including CIMA and CPWA, and have a strong background in speech communications, psychology, and business education. I am passionate about creating value for my clients and partners, and I am always eager to learn and grow in my field.
Experience
President
Feb 2026 — Present · Chicago, IL, US
Education
University of Minnesota
BS, Speech Communications, Psychology, Business Industry Education
Skills
- Sales Management
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Separately Managed Accounts
- Public Speaking
- Series 7
- Investments
- Etfs
- Financial Services
- Hedge Funds
- Asset Management
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