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Kevin's Harvard experience


Local resident Kevin W. Shreve, CLU, ChFC, a financial professional with Equitable Advisors in Ithaca, previously attended the Advisor Institute Program, hosted on the Harvard University campus in Cambridge, Massachusetts.

The Advisor Institute program provides Financial Professionals (FPs) with a deeper understanding of asset allocation wealth advisory strategies, portfolio management and the development of effective client relationships.

The educational curriculum was developed in partnership with faculty from Harvard University and Case Western Reserve. Sessions focused on the latest research and practices o f experts from leading academic and financial communities including lectures from Harold Langlois, PhD, Kate Livingston, and Sam Thomas, PhD.

Session content included:

  • How emergent theory affects risk management
  • Understanding the conceptual underpinnings of asset allocation
  • Exploring relevant aspects of the quantitative theory behind portfolio formation
  • Understanding portfolio rebalancing as a technique to manage path risk
  • Learning strategies for retaining and expanding client relationships

Kevin is one of the select financial professionals nationwide to complete this wealth management curriculum.

Mr. Shreve of Financial Designs Wealth Strategies, believes that the key to helping clients achieve their financial goals is to view each client as a unique individual with unique financial needs. Our team approach to financial services includes Kevin and his staff, and most importantly, the client. Together, we help clients identify their financial goals, and then offer the support and advice they need to commit to achieving those goals. He has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

Financial services available to individuals and business owners through Equitable Advisors include: strategies and products for financial protections and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. Securities products are offered through Equitable Advisors, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity products are available through an affiliate, Equitable Network, LLC and its subsidiaries.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.