Kevin Reilly
Chief Financial Officer and Head of M&A at Parkwoods Wealth Partners
- Role
- Chief Financial Officer and Head of m & a at Parkwoods Wealth Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kevin Reilly
EXPERIENCE:Kevin combines his passion for wealth management with Wall Street M&A experience in order to help financial advisors achieve their goals and do what they do best – serve their clients. After earning his MBA in Finance from Columbia Business School in 2015, Kevin joined Barclays as an M&A investment banker where he worked on a variety of transactions worth $10B in cumulative enterprise value.Kevin’s passion for wealth management comes from his seven years at Dimensional Fund Advisors working closely with independent RIAs. Kevin was the point person for Dimensional’s relationships across NY and CT totaling $30B+ in AUM. Prior to Columbia, Kevin spent nearly a decade on Wall Street with Deutsche Bank and Jefferies in investment management. He graduated from Boston College cum laude with a double major in English and Philosophy.Kevin and his wife Gina are native New Yorkers who now call Charlotte, NC home. Their days are spent running around with their two sons Owen and Will while their cat Binx runs the household. Kevin enjoys golf, skiing, travel and playing guitar. QUALITIES:I am a communicator, a problem solver, a collaborator, and a leader.HOW TO CONTACT ME:Email: r•••••••@outlook.comPhone: 91••••••88
Experience
Chief Financial Officer and Head of m & a
Jun 2025 — Present · Charlotte, NC, US
Shaping Finance and M&A Strategy that supports advisors and enhances client outcomes.
Education
Boston College
B.A., English, Philosophy
2002 — 2006
Columbia Business School
Master of Business Administration (MBA), Finance
2013 — 2015
Skills
- Alternative Investments
- Equity Research
- Hedge Funds
- Trading
- Investment Banking
- Mutual Funds
- Institutional
- Asset Management
- Series 7
- Series 63
- Business Development
- Fixed Income
- Equities
- Bloomberg
- Financial Services
- Options
- Prime Brokerage
- Securities
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