Kevin P. Hodson

CMT, CAIA, AIF®, Director of Investments & Wealth Advisor

Kevin serves as Director of Investments and Wealth Advisor at AAF Wealth Management, overseeing the management of the firm’s investment portfolios and providing comprehensive solutions for high-net-worth individuals along with for-profit and not-for-profit organizations.

In his role as investment director, Kevin leads the firm’s investment committee in both establishing and expressing its global investment strategies through the use of various types of traditional and alternative investment solutions.

In addition, Kevin meets with clients to deliver a full range of solutions identified through ongoing consultative meetings and interactions. These solutions include personal financial planning, investment management, tax advisory, insurance, estate, philanthropic, and business succession planning.

Kevin brings 25 years of experience in financial services to the AAF Wealth Management team along with six years of service as an active-duty officer in the United States Marine Corps. He earned a bachelor’s degree from Providence College, graduating cum laude and holds both the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) credentials along with 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 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, and the Semper Fi & America’s fund organization.

He lives in Marlborough, MA with his wife, two children and Olde English Bulldogge, Harley.

Kevin P. Hodson

Kevin P. Hodson

CMT, CAIA, AIF®, Director of Investments & Wealth Advisor

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

AAF Wealth Management Q3 2026 Market Insights

AAF Wealth Management Q3 2026 Market Insights

AAF Wealth Management Q3 2026 Market Insights

In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q3 2026 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late.

The post AAF Wealth Management Q3 2026 Market Insights appeared first on AAFCPAs.

AAF Wealth Management Q2 2026 Market Insights

AAF Wealth Management Q2 2026 Market Insights

AAF Wealth Management Q2 2026 Market Insights

In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q2 2026 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late.

The post AAF Wealth Management Q2 2026 Market Insights appeared first on AAFCPAs.

AAF Wealth Management Q1 2026 Market Insights

AAF Wealth Management Q1 2026 Market Insights

AAF Wealth Management Q1 2026 Market Insights

In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q1 2026 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late. The start of 2026 offered … Read more

The post AAF Wealth Management Q1 2026 Market Insights appeared first on AAFCPAs.