Kevin Crain Joins Pallas Capital Advisors as Retirement Services Expert

Pallas Capital Advisors Welcomes Kevin Crain

Pallas Capital Advisors, a respected wealth management firm, is thrilled to announce the addition of Kevin Crain as the new Strategic Advisor for Retirement Services. With over $3 billion in assets under management, this firm emphasizes enhancing their retirement planning services through Kevin's extensive experience.

Having carved out a prestigious career spanning over 40 years, Kevin Crain is a nationally recognized figure in retirement planning. He is known for his expertise not only in financial wellness but particularly in strategies matched for diverse and underserved populations.

A Wealth of Experience

Most recently, Kevin dedicated nearly two decades to Bank of America Merrill Lynch. As the Head of Retirement Research and Insights, he was pivotal in conducting innovative studies focusing on employee benefits, longevity, and overall financial well-being. Prior to that, his leadership roles at Fidelity Investments and Putnam Investments saw him overseeing 401(k) strategy and driving plan innovations that catered to evolving market needs. Kevin's career began at Bankers Trust, which set the foundation for his remarkable journey in the financial services sector.

Currently, he also serves as the Executive Director of the Institutional Retirement Income Council. His advisory contributions extend to prestigious organizations like McKinsey, the Milken Institute, and the Global Coalition on Aging, exemplifying his commitment to fostering a well-informed and secure retirement landscape.

Enhancing Retirement Solutions

Rich Mullen, Founding Partner and CEO of Pallas Capital Advisors, expressed, "Kevin's deep expertise in 401(k) strategy and retirement plan design enhances our ability to deliver innovative, compliant, and forward-thinking retirement plans to clients and plan sponsors." This highlights the firm’s intent to remain ahead of industry trends and deliver unparalleled value to their clients.

James Landry, President and Director of Planning at Pallas, echoed this sentiment, sharing his enthusiasm for collaborating with Kevin, who is poised to be a significant asset as they enhance their mission of providing high-quality 401(k) plans.

Kevin's career track record is a testament to his steering organizations toward designing effective retirement plans, promoting constructive public policies, and ensuring long-term financial security for individuals and companies alike. Pallas Capital Advisors' Retirement Services are set to redefine how companies and their employees approach retirement. By leveraging Kevin’s innovative strategies and 401(k) expertise, the firm aims to deliver impactful results to both employees and plan sponsors.

For additional details regarding Retirement Services at Pallas Capital Advisors or to connect with Kevin Crain, prospective clients are encouraged to reach out via their official channels. Kevin's role is fundamental as the firm continues to push the envelope in retirement planning while fostering pathways to financial independence for their clients.

Exciting changes are on the horizon as Pallas Capital Advisors embarks on this journey with Kevin Crain, signifying a positive shift in retirement planning services that prioritize both innovation and responsibility.