Kevin Blocker, CAIA

Founding Partner

Kevin is the Founding Partner of Linkside as well as the current CEO and CIO. He has spent his professional career helping clients achieve their financial goals as both a portfolio manager and consultant to advisory firms of all sizes. He has extensive experience in investment selection, portfolio construction, alternative investments and investor education.

Kevin was introduced to the financial markets at an early by his father, but he became more interested in helping others after a stint in the Colorado Rockies farm system. During his career, Kevin has learned that athletes, business owners and other high earners often ignore their personal financial planning needs in order to focus on their jobs. The need for sound advice is even more important for these individuals and Kevin focuses his time on helping them achieve their goals.

At Linkside, Kevin helps clients achieve their long term goals through active management, tax aware solutions and careful planning. The use of public and private investments helps clients benefit from different return profiles while maintaining the liquidity needed for everyday life.

Before founding Linkside, Kevin spent over 20 years at Horizon Investments 

Kevin is a graduate of Wofford College where he studied Computer Science, Math and Spanish

In his personal time, Kevin enjoys spending time with his wife, 2 kids and the family pooch

Andy Lee

Lead Advisor

Andy brings to Linkside the same passion and intensity that he brought to the football field during his 19 year NFL career. As an ex-athlete, he understands the unique challenges faced by individuals transitioning away from their first career. He is passionate about helping people make smart financial decisions while leaving a lasting impact on their communities.

Andy played for four NFL teams during his 19 year career and is tied for the 13th most games played (297), second most punts (1,466) and third most punting yards (68,405) in NFL history.

Andy attended the University of Pittsburgh

In his personal time, Andy enjoys spending time with his family, golfing and helping honor his late daughter through his support of the Madelyn's Fund charity for NICU families.