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Our Team

Robert B. Mauterstock, Jr., CFP®
Chief Executive Officer

Mr. Mauterstock holds the position of Chief Executive Officer of KR Wealth Management, LLC and has 30 years of experience in the financial services industry. Prior to joining KR Wealth, he managed his own independent investment and financial planning firm. Mr. Mauterstock also serves as a branch manager for Linsco/Private Ledger, the largest independent broker/dealer firm in the country.

Between 1983 and 1990 Mr. Mauterstock served as a Senior Vice President for a large, regional insurance agency. During this period he set up a broker/dealer firm and an investment advisory firm as subsidiaries of the insurance agency. He provided investment and financial planning advice to hundreds of clients of the agency through these subsidiaries.

Throughout his career Mr. Mauterstock has focused on working with physicians, business owners and their families. He has developed a system known as The Comprehensive Wealth Management Program for KR Wealth clients to effectively help grow their wealth, protect, preserve and transfer it during their lives or at death in the most advantageous way regarding tax.

Mr. Mauterstock is endorsed by the Hartford County Medical Association. He has given retirement planning seminars to thousands of physicians and business owners throughout the state over the last 30 years. These seminars are intended to prepare successful people to enjoy a worry free retirement.

Mr. Mauterstock is very active in the community. He is an advisor to Hartford Hospital’s Department of Philanthropy and is on the advisory board of the University of Connecticut’s Cancer Center. Bob is also chair or the care team at his church.

Mr. Mauterstock graduated from Princeton University with a BA in Psychology. He also earned an MA in Education from the University of Connecticut. From 1968 to 1974 he served as a Navy Pilot. In addition to the Certified Financial Planner designation (CFP), he is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). He lives with his wife and business partner, Mary, in Glastonbury. Their daughter, Stephanie, is working and living in New York City.

 

Kevin C. Leahy, CPA, CFP ®, CIMA
Director, Financial Planning

Kevin C. Leahy holds the position of Director specializing in financial and estate planning. He graduated from Providence College with a Bachelor of Science degree in Accounting, and earned a Masters in Taxation with a concentration in Financial Planning from Northeastern University. Mr. Leahy is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) licensee. In addition, Mr. Leahy holds the Certified Investment Management Analyst (CIMA) designation, which is granted by the Investment Management Consultants Association, in conjunction with the University of Pennsylvania’s Wharton School of Business.

In addition, Kevin is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), the Investment Management Consultants Association (IMCA), and the Middlesex County Chamber of Commerce.

Mr. Leahy has a background in both taxation and financial planning, and is uniquely qualified to provide comprehensive personal financial and estate planning services. Kevin has over 12 years of experience in providing these services to medical and dental professionals, business owners, corporate executives and other individuals with substantial net worth and/or income.

 
 
 
 

Securities and asset management services offered through
Linsco/Private Ledger, a Registered Investment Advisor
Member NASD/SIPC