Kevin Bodge

Kevin Bodge is a Junior Wealth Associate at Ivory Wealth Management, where he serves in a client-facing role supporting advisors and contributing to a coordinated financial services experience for clients. He works closely with advisors and clients to address day-to-day service needs, facilitate clear communication, and ensure a high standard of organization, responsiveness, and follow-through across all client interactions.

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Kevin assists the advisory team with ongoing support and administration of the firm’s Flagship portfolios, including the 75/25 and 60/40 strategies. In this capacity, he supports portfolio operations, quarterly review processes, and internal coordination for research-driven portfolio construction and disciplined allocation management. This work provides Kevin hands-on experience in the firm’s in-house investment process, which emphasizes fundamental research, diversification, and long-term, risk-adjusted performance.

Kevin earned his Bachelor’s degree in Finance from Central Connecticut State University.

Outside of work, Kevin enjoys playing golf and following sports. He is an avid fan of UConn athletics and the New York Football Giants.

Kevin holds the Securities Industry Essentials® (SIE®), FINRA Series 7 registration and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.