As the Business Valuation Analyst, Kit works closely with financial advisors to complete their valuation project. From project inception to completion, Kit maintains and updates SRG’s proprietary valuation database and model, which he uses to gather and analyze the information for our clients. His experience in financial research and analytical skillfulness help SRG provide personalized, customer-focused solutions.
Kit holds a bachelor’s degree in Economics from Willamette University and a master’s degree in Finance from Portland State University. Prior to joining Succession Resource Group, he worked as a Financial Researcher at Business Valuation Resources. Kit also served in the US Navy as a security expert, deploying to the Middle East and Asia.
Fun Facts: Born and raised in Oregon, he loves anything outdoors especially snowboarding on Mt. Hood. Kit enjoys spending his time playing rugby, hiking, reading, and loves to travel. He also serves as a board member and treasurer for a local non-profit in Clackamas County.