Kevin P. Hodson, CMT, CAIA, AIF®
Director of Investments & Wealth Advisor
Kevin is a Wealth Advisor at AAF Wealth Management, providing comprehensive solutions for high-net-worth individuals, as well as for-profit and not-for-profit organizations.
Kevin’s expertise strengthens each client’s financial situation by delivering a full range of solutions, identified based on need and uncovered through on-going consultative meetings and interactions. These solutions include personal financial planning, investment management, tax advisory, insurance, estate & philanthropic planning, and business succession planning.
Kevin has a long history of advising clients with significant wealth and managing conventional as well as complex alternative investment strategies. He customizes portfolios and personalizes strategies to meet each client’s individual investment goals and risk tolerances.
Kevin brings 23 years of experience in financial services to the AAF Wealth Management team, as well as 6 years of service as an active-duty officer in the United States Marine Corps.
Kevin earned a bachelor’s degree from Providence College, graduating cum laude. He holds both the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) credentials, as well as the Accredited Investment Fiduciary (AIF®) designation.
Kevin maintains an active membership in the Boston Semper Fidelis Society which serves the needs of current and past Marines located in the greater Boston community. He is an avid supporter of both the Marine Corps Scholarship Foundation which provides financial scholarship assistance to the children of Marines injured and killed in the line of service, as well as the Semper Fi & America’s fund organization.
He lives in Marlborough, MA with his wife, two children and Olde English Bulldogge, Harley.
Meet Kevin
“I meet with clients without any presuppositions. I truly enjoy getting to know each one, and understanding what’s important to them, and why. Only then am I able to provide the most appropriate solutions.”
Contributed Insights
From the Desk of Kevin Hodson: New Retirement Savings Limits and the Impact of Cost of Living
With the conclusion of this year, let’s welcome the opportunities of the next. Following are updates on retirement savings limits and their impact on your financial planning. Also, let’s consider the rising cost of living on your financial strategies. New Retirement Savings Limits and Catch-Up Contributions Starting next year, there are significant changes to the […]
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AAF Wealth Management Q3 2024 Market Insights
AAFCPAs is pleased to share the following Q3 2024 Market Insights published by AAF Wealth Management, a subsidiary of AAFCPAs. While world markets were relatively calm, we saw a bit more volatility this quarter in the investing and political arenas. Coming out of an uneventful first half of the year, the combination of more realistic […]
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How Nonprofits Overcome Barriers to Optimize Reserve Funds
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Kevin P. Hodson, CMT, CAIA, AIF®, Director of Investments, Wealth Advisor and Katie Belanger, CPA, Partner briefed approximately 400 attendees on ways to optimize their reserve funds and grow returns. The full session was recorded and may be viewed as a webcast at your convenience. >> Despite having […]
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