About
Kevin Lenox is Senior Portfolio Manager at Avidian Wealth Solutions, LLC in Houston, TX, bringing over 25 years of experience in investment management and financial planning. At Avidian, he oversees custom portfolio construction and financial planning for clients, with a particular focus on individuals and organizations connected to the energy sector, including oil and gas executives, employees, and retirees. He regularly integrates global business cycle analysis and proprietary financial conditions indices into core-satellite portfolio strategies, and serves as a key member of the investment committee.
Before joining Avidian Wealth Solutions in 2020, Kevin was Vice President at United Capital (a Goldman Sachs Company), and previously served as Senior Investment Strategist and Portfolio Manager at IBERIA Wealth Advisors. He has also held due diligence committee roles at JPMorgan and other investment firms, where he played a pivotal role in shaping investment approaches for high-net-worth and institutional clients.
Kevin is a Chartered Financial Analyst® (CFA) charterholder and also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He earned his BBA in Finance from Sam Houston State University with an emphasis on investment management. His expertise centers on U.S. equities, global markets, and the energy sector, and he has been a contributor to industry reports, podcasts, and seminars focused on portfolio management and financial planning for clients in energy markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Avidian Wealth Solutions | Senior Portfolio Manager | Jun 2020 to Present | — |
| United Capital, a Goldman Sachs Company | Vice President | Nov 2015 to Jun 2020 | — |
| IBERIA Wealth Advisors | Senior Investment Strategist and Portfolio Manager | Jun 2012 to Nov 2015 | Senior Investment Strategist and Portfolio Manager.
Authored most monthly and quarterly client letters. |
| Mosaic Market Research, LLC | President | May 2010 to Jun 2012 | Boutique research and consulting firm that specialized in providing customized solutions for RIAs in bespoke research initiatives, global tactical asset allocation and risk management.
Created the Mo... |
| JPMorgan Chase | VP, Investment Specialist | Jan 2001 to May 2010 | Primarily worked as an Investment Specialist, but also had brief roles as a Financial Advisor and Private Client Advisor.
Directly participated in a client-facing role with advisors that produced an... |
| Morgan Stanley | Financial Consultant | Jan 1998 to Jan 2001 | — |
| A. G. Edwards | Financial Consultant | Jan 1993 to Jan 1998 | — |
Education
Sam Houston State University
BBA, Finance
Others at Avidian Wealth Solutions, LLC (6)
| Name | Role | Location |
|---|---|---|
A Andrei Costas | Senior Investment Analyst | Houston, TX , United States |
 | Partner | Houston, TX , United States |
 | Managing Partner | Austin, TX , United States |
 | Trading Supervisor | Houston, TX , United States |
J Jake Borbidge | Chief Investment Officer | Houston, TX , United States |
N Nan Lu | Senior Portfolio Manager | Houston, TX , United States |
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