Kevin Joseph

Kevin Joseph, CFA, serves as the Director at Lincoln Financial Group since July 2021, where responsibilities include developing optimization models for asset allocation and portfolio management, as well as managing data pipelines to support advanced analytics. Previously, Kevin worked at BOE Securities, Inc. as a Quantitative Research Analyst from June 2020 to July 2021, focusing on customized quantitative modeling and research platform development for institutional clients. Prior experience includes the role of Investment Analyst at Costello Asset Management, where Kevin maintained a broad investment universe and developed investment proposals, and earlier positions at BOE Securities, where quantitative factor models were created and customized equity research was conducted. Kevin holds a Bachelor of Business Administration in Finance and Economics from Temple University and has education in International Business, Finance, Spanish, and Computer Science from Northeastern University.