Kevin Taube, CFA, CRPC in

Kevin Taube, CFA, CRPC

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Partner, Managing Director, Wealth Manager at Steward Partners Global Advisory
📍 Manchester, New Hampshire, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
31 Years
Current Role
Partner, Managing Director, Wealth Manager
Job Level
Mid-senior
Location
Manchester, New Hampshire, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2019
Partner, Managing Director, Wealth Manager
Steward Partners Global Advisory
10-2006 - 11-2019
Wealth Management Advisor
Merrill Lynch
9-1999 - 4-2006
Partner
Arrowstreet Capital
1-1996 - 9-1999
Marketing Manager
PanAgora Asset Management
6-1994 - 1-1996
Senior Trust Specialist
Mellon Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
BS
UNH Peter T. Paul College of Business and Economics
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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