Palo Capital Names Experienced Executive to Head its Private Client Group
06/23/2015

Kevin Barlow, CFA®, joins fast-growing Newport Beach investment firm

Online PR News – 23-June-2015 – Newport Beach, Calif. – Palo Capital, an employee-owned investment advisory firm, has named Kevin Barlow, CFA®, as its managing director overseeing the firm’s Private Client Group, the Newport Beach, Calif., company announced today.

Prior to joining Palo Capital, Barlow spent 10 years in wealth management and investment consulting roles with Bessemer Trust, City National Rochdale and Fisher Investments. He has worked with high and ultra-high net worth families, and brings a deep understanding of global financial markets and asset allocation strategies.

Barlow holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute and the CFA Societies of San Francisco and Orange County. He received his Master of Business Administration from The Wharton School at the University of Pennsylvania and his Bachelor of Arts from the University of Michigan, where he played rugby.

“We are pleased to welcome Kevin to our team and the expertise he will bring to our clients,” said Kevin O’Grady, president and co-chief investment officer of Palo Capital. “Palo Capital uses a proprietary, quantitative investment process to build customized portfolios. The addition of Kevin will allow us to better serve our clients and expand our firm’s offerings.”

Palo Capital is an employee-owned investment advisory firm registered with the SEC. According to data published by Charles Schwab which holds custody of its clients’ assets, Palo Capital’s growth in assets under management is in the top 10 percent of similar firms on a national basis. Palo Capital’s principals invest in the same investment portfolios as the firm’s clients.

The firm is located at 888 San Clemente Dr, Ste. 150, Newport Beach, CA 92660. For more information about Palo Capital, visit www.palocapital.com or call 949-715-2126.

About Palo Capital
Palo Capital, Inc., founded in 2005, is an SEC-registered investment advisor. Client accounts are managed by co-chief investment officers Kevin O’Grady M.D. and Michael Cannivet CFA, and Kent Madsen, Ph.D., the firm’s Director of Quantitative Research. Clients benefit from this team’s exceptionally strong investment and academic backgrounds. The firm began as a private office managing the family assets of the firm’s founders, Kevin and Nella Webster O’Grady, and strives to continue the “family” feel in its service to its clients. To learn more, visit www.palocapital.com.