Pallas Capital Advisors Hires Retirement Planning Veteran Kevin Crain

BRAINTREE, Mass., Sept. 24, 2025 /PRNewswire/ -- Advisors, LLC a wealth management firm with over $3 billion in assets under management, today announced that Kevin Crain has joined the firm as Strategic Advisor, Retirement Services, bringing over 40 years of nationally recognized expertise in retirement planning and financial wellness.

Most recently, Kevin spent nearly two decades at Bank of America Merrill Lynch and served as Head of Retirement Research & Insights, where he led groundbreaking studies on employee benefits, longevity, and financial well-being, with a focus on diverse and underserved populations.

Earlier in his career, he held senior leadership roles at Fidelity Investments and Putnam Investments, where he oversaw 401(k) strategy and plan innovation, and began his career in financial services at Bankers Trust.

He currently serves as Executive Director of the Institutional Retirement Income Council and holds advisory roles with McKinsey, the Milken Institute, and the Global Coalition on Aging.

"Kevin's deep expertise in 401(k) strategy and retirement plan design enhances our ability to deliver innovative, compliant, and forward-thinking retirement plans to clients and plan sponsors," said Rich Mullen, founding partner and CEO, Pallas Capital Advisors. "On behalf of myself and our leadership team, I want to welcome Kevin to Pallas Capital Advisors."

"We are thrilled to be collaborating with Kevin. His decades of experience driving retirement innovation are invaluable to our mission of providing high quality 401(k) plans for clients," said James Landry, President and Director of Planning at Pallas Capital Advisors.

Throughout Kevin's career, he has guided organizations in designing retirement plans, shaping public policy, and fostering long-term financial security for both individuals and firms.

Pallas Capital Advisors Retirement Services are redefining how organizations and employees approach retirement, combining bold strategies, forward-thinking solutions, and 401(k) expertise to deliver real impact.

For more information about Retirement Services at Pallas Capital Advisors or to connect with Kevin Crain, please contact: pallas@pallascapitaladvisors.com.

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SOURCE Pallas Capital Advisors