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Meet our leaders.
Access to executives and opportunities for relationship-building are cornerstones of the culture at Grove Point.
Top-Down Support & Service
Kevin has more than 20 years of experience in the independent broker-dealer (IBD) industry. Before founding Atria, he led the Recruiting and Acquisition Strategy division for AIG Advisor Group, where he developed the firm’s advisor recruiting strategy and led the comprehensive planning process for all acquisitions. He also successfully led numerous IBD platform acquisitions and established an advisor recruiting team.
Before his tenure at AIG Advisor Group, Kevin was a regional director with Rehmann and co-founded two companies: Innovative Advanced Resources, a specialized, high net worth investment distribution and business advisory firm serving financial advisors and asset managers, and Beard Management Inc., a wealth management consulting firm.
Kevin earned a Bachelor of Arts in finance from Kent State University. He currently serves as Northeast Ohio Corporate Chair for the Arthritis Foundation and Secretary for the FSI Marketing Council. He is also a member of the Diversity and Inclusion Committee for the Bank Insurance & Securities Association.
As Chief Compliance Officer of Grove Point, Jason is responsible for all aspects of compliance, as well as accounting and compensation functions for the firm. Jason joined Grove Point in 2018, bringing over 20 years of compliance experience that includes a background in building surveillance, advisory, and branch exam programs, with a focus on common-sense, risk-based compliance solutions.
Jason graduated summa cum laude from the University of Maryland with a bachelor's degree in finance and holds FINRA Series 4, 7, 9, 10, 24, 53, 63, and 65 registrations as well as a CAMS certification. He is also active with several industry groups and most recently served as Vice-chair of the Financial Services Institute (FSI) Compliance Council. He met his wife, Ania, while attending high school in New York City, and they have a young son.
We should strive to solve problems, not create them.
As Chief Operations Officer, Rob understands the need for both technology and extraordinary customer service resources to make his areas serve busy financial professionals with efficiency. For more than 20 years, he has successfully run operations for several independent broker-dealer firms and has worked with financial advisors, home office teams, and technology partners to streamline processes.
Before joining Grove Point, Rob held several senior leadership positions at Advisor Group and the MetLife Broker Dealer Group, serving thousands of financial advisors with billions of assets under management.
Rob has an MBA from Pace University and holds his FINRA Series 6, 7, 24, 26, 63, and 65 licenses. Rob and his wife have two grown children and enjoy the Delaware beaches for fun.
Our goal is to support Financial Professionals with what they need, when they need it. We are willing to go the extra mile to help because we know our Financial Professionals and clients rely on us to help run their businesses.