Kevin Osborn has been active in the financial services industry for 35 years. He held numerous executive positions at Prudential Investments from 1987 until 2013, when he led the divestiture of the wealth management business to Envestnet. Kevin remained with Envestnet until 2019. During his tenure at both organizations, he helped build and market the wealth management platform to banks, broker-dealers, and RIAs. In addition to leading the overall business, his responsibilities included due diligence, investment manager relations, product management, sales, and marketing.

In 2017, Kevin assisted in the formation of the Fiduciary Exchange (FidX). In partnership with Envestnet, FidX has created a fintech platform enabling the wealth management business to seamlessly integrate annuity and investment solutions into a client’s financial plan and portfolio.

Kevin earned his Certified Investment Management Analyst designation from IMCA in 1994. He was a founding member of the Board of Governors of the Money Management Institute and served until 2017. He is a 1985 graduate of Colgate University.

Kevin has been happily married to Chrissie for 30 years. They have three grown children (Kendra, Brittany, and Bobby), as well as a son-in-law (Patrick), and two grandchildren.