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Kevin DaCruz

Investor

Founder & CEO at Appian Capital Advisory · Vice President at Patriot Financial Partners

Philadelphia, Pennsylvania, United States

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Experience

  1. Ampersand, Inc.Board Membercurrent2026 — present
  2. EnFi, IncBoard Observercurrent2026 — present
  3. Patriot Financial PartnersVice Presidentcurrent2025 — presentRadnor, Pennsylvania, United States
  4. Patriot Financial PartnersSenior Associate2024 — 2025Radnor, Pennsylvania, United States
  5. Patriot Financial PartnersAssociate2023Radnor, Pennsylvania, United States
  6. Patriot Financial PartnersSenior Analyst2021 — 2022Radnor, Pennsylvania, United States
  7. FinexioBoard Observercurrent2025 — present
  8. FinPro, Inc.Director2019 — 2021Gladstone, New Jersey, United States
  9. FinPro, Inc.Senior Associate2018 — 2019
  10. MKM PartnersEquity Research Associate2015 — 2018Roseland, New Jersey
  11. AvayaFinancial Analyst2015Basking Ridge, New Jersey
  12. Rutgers UniversityStudent Involvement Office Assistant2011 — 2014New Brunswick, New Jersey
  13. American Repertory BalletPiano Accompanist2014New Brunswick, New Jersey
  14. Brean Capital, LLCInvestment Banking Summer Analyst2014Greater New York City Area
  15. Grünenthal GroupBusiness Administration Intern2013Bedminster, New Jersey
  16. Self-EmployedPiano Instructor2007 — 2013various

Skills & more

Research28Data Analysis26Piano Playing13Time Management17Music8Social Media11Event Planning8Higher Education5Customer Service8Investment Banking4Piano Education3Financial Analysis3
+12 moreValuationFinancial ModelingFactSetSocial NetworkingFinanceEquity ResearchFinancial StatementsInterest Rate Risk ManagementSpanishPublic SpeakingTeam ManagementGroup Decision Making
  • Series 79 — FINRA
  • Series 63 — NASAA
  • Series 7 — FINRA

From Kevin's professional profile.

Colleagues at Appian Capital Advisory

Abdul Osman
Fund Controller at Appian Capital Advisory
Adam Fisher
Managing Director at Appian Capital Advisory
Adriano Fagundes
Director, ANRH Cooperatief U.A. at Appian Capital Advisory
Aiman Chbary
Vice President at Appian Capital Advisory
Alberto Diaz
Director, Underground Mining at Appian Capital Advisory
Alison Gordon
Executive Assistant at Appian Capital Advisory
Amabelle Moras
Controller, UAE Entities at Appian Capital Advisory
Andrew Todd
PR and media communications contact at Appian Capital Advisory

Frequently asked questions

Who is Kevin DaCruz?
Vice President at Patriot Financial Partners
Where does Kevin DaCruz work?
Kevin DaCruz is Founder & CEO at Appian Capital Advisory and Vice President at Patriot Financial Partners.
Where did Kevin DaCruz go to school?
Kevin DaCruz studied at Rutgers Business School (Bachelor of Science (BS), Finance, General); North Brunswick Township High School.

Same school

Shared employers