Kevin – Bio

Kevin Betro, MBA

Investment Associate

Kevin

can be found watching his younger brother play football at Boston College

can’t get enough of the Cape

enjoys cooking

Direct Phone: 508-720-5697
Fax Line: 508-720-5733
kbetro@ccrwealth.com 

 

Kevin Betro is an Investment Associate for CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Management and a Master of Business Administration from Providence College. Kevin’s prior experience includes working as an Investment Specialist for Merrill Edge and as a Director of Investment Operations at Northwestern Mutual.

Joining CCR Wealth Management, LLC in 2019, Kevin brings his operational and investment experience to the CCR Wealth Management Portfolio Review Committee. As an investment analyst, he works on portfolio modelling and monitoring, and client communications. Kevin holds Series 7 and 63 securities registrations and is a member of the firm's Portfolio Review Committee.

In his free time, Kevin can be found cooking, reading, or traveling to the Cape with his family. He is an avid football fan and a huge supporter of Boston College, where his younger brother plays.