Kent Overholt

Kent focuses on client relationship management for the PO&H Group. He works closely with Greg to help clients develop future-focused financial strategies designed to help them build and manage their wealth, and address philanthropic and wealth transfer objectives, and assists with the needs surrounding major liquidity events. Kent works closely with clients on a day-to-day basis, conducting strategy and portfolio reviews, implementing portfolio recommendations and changes, managing the team's access to Bank of America's lending services.

Since joining Merrill Lynch in 1987, Kent has developed a deep insight into the complex investment decisions, unexpected opportunities and unique challenges faced by ultra-high-net-worth families. He was named to the Barron's Top 1,200 Financial Advisors list in 2015 and 2016 and to its predecessor Top 1,000 Financial Advisors in 2013.

Kent received his bachelor's degree in advertising and public relations from Bloomsburg University of Pennsylvania. He is a board member of Fairfax County Baseball Council, the founder and commissioner of the Reston Warriors Travel Baseball program, and the co-founder of the Collect 4 Kids and Dancers Make a Difference charities. Kent lives in Oakton, Virginia, with his wife, Debra. They have three children, Lexie, Beau and Jack.