Kevin Spires - President & Chief Investment Officer
Kevin has over 25 years investment experience in Investing and Financial Planning.
Kevin attended the University of Houston on a National Merit Scholarship, graduating in 1993 with a B.S. in Economics. Kevin was Chartered as a Chartered Financial Analyst (C.F.A) by the CFA Institute in 1998 and Certified as an Financial Risk Manager (FRM) by the Global Association of Risk Professionals in 2002. Kevin started Bellaire Capital Management, LLC in 2010. Prior to opening Bellaire Capital Management, LLC, Kevin worked for Criterion Investment Management in Houston, TX – a multi-billion dollar Institutional Investment Manager specializing in Separately Managed Accounts. Kevin was a Portfolio Manager of Core Fixed Income team and was responsible for Portfolio Management of the Mortgage and Asset-Backed Securities Portfolio, Yield Curve Strategies, and Quantitative Strategies. |
Furthermore, throughout the investment advisory relationship our mission is to reduce uncertainty about your financial future while operating in a cost effective and ethical manner.
By completing an analysis of the future value of your portfolio during both the wealth accumulation and spending phases.
By estimating how much you can safely spend in retirement and the trade offs you face when saving to meet your financial goals.
As an investment advisor we are a fiduciary and required to put the client’s interest first
We will disclose all fees we charge before we start managing your money.
By completing an analysis of the future value of your portfolio during both the wealth accumulation and spending phases.
By estimating how much you can safely spend in retirement and the trade offs you face when saving to meet your financial goals.
As an investment advisor we are a fiduciary and required to put the client’s interest first
We will disclose all fees we charge before we start managing your money.
