Kevin Winters
Managing Partner, Co-Founder at Flatrock Wealth Partners | Newport Beach, California, United States
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Kevin Winters, as the Managing Partner and Co-Founder of Flatrock Wealth Partners, LLC, plays a pivotal role in shaping the firm’s strategic vision and operational excellence. With a deep commitment to empowering affluent families, Kevin leverages his extensive expertise in financial services, asset allocation, and investment management to craft tailored wealth management strategies that resonate with each client’s unique aspirations. His leadership on the Flatrock Management Committee ensures that the firm remains at the forefront of industry trends, enabling clients to navigate the complexities of wealth with confidence.
Under Kevin's guidance, Flatrock Wealth Partners has embarked on several key projects aimed at enhancing client engagement and satisfaction. One such initiative focuses on integrating advanced portfolio management techniques, including the strategic use of bonds, equities, and hedge funds, to optimize investment outcomes. By fostering a collaborative environment, Kevin encourages his team to explore innovative investment advisory solutions that align with the firm’s mission: to liberate clients from the intricacies of wealth, allowing them to focus on what truly matters—People, Passions, and Purpose.
Kevin’s dedication to these pillars reflects his belief that a well-lived life is built on strong relationships, meaningful pursuits, and a clear sense of direction. His qualifications, including a Series 63 license, further bolster his ability to provide insightful guidance, ensuring that clients not only achieve their financial goals but also cultivate a legacy that embodies their values and vision. Through his leadership at Flatrock Wealth Partners, Kevin Winters continues to redefine the wealth management experience, making it both accessible and enriching for every client he serves.
Managing Partner, Co-Founder at Flatrock Wealth Partners in September 2022 to Present
Executive Vice President at PIMCO in August 2006 to September 2022
Vice President at AllianceBernstein in December 2004 to July 2006
Vice President at Trust Company of the West in July 2000 to November 2004
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Financial Services
Mutual Funds
Asset Allocation
Alternative Investments
Investment Management
Series 7
Investment Strategies
Wealth Management
Asset Managment
Investment Advisory
Asset Management
Series 24
Investments
ETFs
Series 63
Bonds
Equities
Financial Advisory
Fixed Income
Hedge Funds
Portfolio Management
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Discover more about Flatrock Wealth PartnersWhat is Kevin Winters email address?
Email Kevin Winters at [email protected]. This email is the most updated Kevin Winters email found in 2026.
How to contact Kevin Winters?
To contact Kevin Winters send an email to [email protected].
What company does Kevin Winters work for?
Kevin Winters works for Flatrock Wealth Partners
What is Kevin Winters's role at Flatrock Wealth Partners?
Kevin Winters is Managing Partner, Co-Founder
What is Kevin Winters's Phone Number?
Kevin Winters's phone (213) ***-*168
What industry does Kevin Winters work in?
Kevin Winters works in the Financial Services industry.
Kevin Winters Email Addresses
Kevin Winters Phone Numbers
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