Loading
Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
none appears on more than one
Kevin Beard serves as an Independent Director of McKinley (MKLY), a SPAC entity, as disclosed in the company's SEC S-1 filing, which lists him as 51 years old. Beard is a seasoned financial services executive with more than 30 years of experience in the independent broker-dealer (IBD) industry, with significant leadership expertise in wealth management distribution, strategic growth, and institutional partnerships. He is based in Richfield, Ohio, and has built a career centered on driving revenue growth, advisor recruitment, acquisitions, and business expansion across broker-dealers, registered investment advisors, and banks.
Beard most recently served as Chief Growth Officer and a founding partner at Atria Wealth Solutions, where he led acquisitions, advisor recruitment, and business expansion efforts that positioned the firm as a modern leader in the wealth management industry. He was integral in the acquisition of Atria Wealth Solutions by LPL Financial Holdings, a notable transaction that underscored his dealmaking and strategic capabilities. Prior to Atria, Beard held leadership roles at AIG Advisor Group, Royal Alliance Associates, and Rehmann, among other organizations in the financial services sector. In October 2025, WealthVest, a leading financial services distribution firm, announced the appointment of Beard as Chief Strategy Officer, where he oversees the firm's vision and strategy to support wealth management institutions with annuity and structured product enablement, leads a team of key account managers supporting over 900 broker-dealer, bank, credit union, and RIA partners, and directs a new initiative called WealthVest Investment Services.
Beard's track record has earned him industry recognition, including being named a top black leader in wealth management as part of the Wealth Solutions Report Pathfinder Awards in 2022, and being recognized by InvestmentNews as a top figure in wealth management innovation in 2023. His deep experience navigating regulatory hurdles, technology challenges, and operational complexities facing broker-dealers and banks has made him a sought-after leader in the independent broker-dealer space. His role as an Independent Director at McKinley (MKLY) leverages his extensive financial services background and his experience with business combinations and institutional growth strategies.
This record is keyed to SEC CIK 0002077816 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 12 institutional-holder rows on these vehicles, under 8 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.