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Kevin Klare

Kevin Klare
Senior Vice President Investment Manager II - Reserve

1777 Main St

7th Floor,

Sarasota, FL 34236-5812

Kevin.klare@truist.com

Phone 941-951-3193

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About me

Background

Kevin Klare is a Senior Vice President and Investment Manager with Truist Wealth. Kevin provides proactive, custom investment management solutions for clients using a disciplined, risk-adjusted asset management process. He combines his experience with the support of specialists in other areas of finance to advise on investment policy, asset allocation and selection on the Reserve Fiduciary platform.

Kevin has over 25 years of financial services industry experience and has been with Truist (formerly SunTrust Bank) since 2016. Prior to joining Truist, Kevin was with Citigroup for 17 years in the institutional fixed income group, focusing on municipal bonds and interest rate derivatives.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS Accounting
University of South Florida 1995

Personal Interests

Kevin is a member of the CFA Institute and the CFA Society of Tampa Bay. He is a native of Florida’s Nature Coast and enjoys exploring the outdoors with his family, cooking and participating in endurance sports.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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