Kevin Hogan is a seasoned institutional sales leader and Managing Director with a track record of building an $8 billion mutual fund business and growing a regional book from $500M to $1.5B. With over two decades in financial services across The Hartford, Merrill Lynch, Nomura and Daiwa, he combines deep product knowledge (Series 7 licensed) with hands-on prospecting—averaging 40 sales meetings per month—and consistently exceeds stretch targets. He has launched new products and market entries, led hiring and training of field teams, and driven double-digit compound revenue growth through strategic partnerships with consultants, Fortune 500 plan sponsors, and retail wholesalers. Recognized repeatedly for integrity and business acumen, he also translated market research and pricing experience into actionable sales strategies earlier in his career. Based in Salisbury, CT, he blends analytical rigor (BS in Mathematics, MBA) with practical deal-closing skills and a demonstrated ability to scale teams and product distribution. An understated strength: he excels at balancing direct and advisor channels to unlock incremental asset flows across complex institutional landscapes.
8 years of coding experience
8 years of employment as a software developer
BS, Mathematics, BS, Mathematics at University of Vermont
INSTITUTIONAL INVESTOR
MBA, MBA at PENNSYLVANIA STATE UNIVERSITY, College
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