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About
Kevin Behrendt, CFA, is a Securities Trader at Crestwood Advisors in Boston, Massachusetts, where he is responsible for sourcing and executing trades in both equities and fixed income securities. His core duties include equity and fixed income trading, portfolio rebalancing, and supporting the implementation of client investment strategies. At Crestwood, he is particularly active in trading municipal bonds and other fixed income instruments, as well as equities, focusing on delivering efficient execution and risk management across portfolios.
Prior to joining Crestwood Advisors in 2019, Kevin held trading roles at Zuckerman Investment Group and PMA Financial Network, where he further developed his expertise in equity and fixed income markets. Over his career, he has built deep experience managing trade execution in municipal bonds, corporate bonds, and equities, serving institutional and high-net-worth clients.
Kevin earned a Bachelor of Science in Finance from Northern Illinois University and holds the Chartered Financial Analyst (CFA) designation. His career is marked by a commitment to best execution practices and adaptability across equity and fixed income asset classes, with particular emphasis on the municipal bond sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crestwood Advisors | Securities Trader | Mar 2019 to Present | — |
| Zuckerman Investment Group | Equity and Fixed Income Trader | Jan 2015 to Aug 2018 | • Sourced/executed equities and fixed income securities for separately managed accounts. • Discovered investment opportunities in the high yield/investment grade corporate market and present them to t... |
| PMA Financial Network, Inc. | Fixed Income Trader | Jun 2013 to Dec 2014 | • Determined most suitable securities to purchase and sell for client’s accounts ranging from municipal bonds, agencies, treasuries and commercial paper. • Made recommendations to advisers to discuss ... |
| Panduit | Global Supply Chain Intern | Jul 2012 to Jun 2013 | • Created and managed indexing system for all freight projects. • Met with suppliers regularly to resolve invoice discrepancies. • Tracked fuel usage for all global faculties. |
Education
Northern Illinois University
Bachelor of Science, Finance
2009 — 2013
Others at Crestwood Advisors Group LLC (11)
| Name | Role | Location |
|---|---|---|
A Aaron Beltrami | Partner | Boston, MA , United States |
 | Partner | Boston, MA , United States |
 | Partner and Portfolio Manager | Darien, CT , United States |
 | Managing Partner | Providence, RI , United States |
 | Chief Investment Officer | Dedham, MA , United States |
R Ryan Kenny | Portfolio Manager | Boston, MA , United States |
 | Equity Research Associate | Boston, MA , United States |
 | Portfolio Manager | Darien, CT , United States |
J James Doogan | Portfolio Manager | United States |
 | Investment Research Analyst | Boston, MA , United States |
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