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Kevin Bohrer

Kevin Bohrer is the Director of Corporate Finance at Private Advisor Group/DBA. In this role, he will lead financial planning, analysis, and reporting as well as corporate mergers & acquisitions and advisor succession and liquidity programs. He brings over 15 years’ experience in financial services to the team.
Prior to joining Private Advisor Group, Kevin held a senior position in the CFO advisory area at Grant Thornton Advisors.

Kevin holds a Bachelor of Science from Louisiana State University with an emphasis in finance and is a CFA charter holder.

Kevin is actively involved in the Association of Corporate Growth (ACG) Charlotte, the CFA Society of Charlotte, and serves as the treasurer of the Plaza Midwood Neighborhood Association.

Kevin lives in Charlotte, North Carolina with his wife and 3 kids. Outside work, Kevin enjoys spending time with family, traveling, and woodworking.

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TOGETHER WE THRIVE

Our Team Has Expanded

Meet David Bogdanov, our newest Business Development Consultant. Experienced in guiding advisors to the right community, David also freelances as a graphic designer and marketing consultant. An adventure lover, he enjoys his kids’ sports events and activities like dirt biking, kitesurfing, and snowboarding.
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