Kevin Kirkeby, CFA
AREAS OF EXPERTISE
• Publicly-Registered Investments
• Private Placements
• Regulation A+
Relatively new to FactRight, having joined in mid-2019, Kevin Kirkeby draws upon 25 years of experience in the financial services industry. Kevin has not only a deep knowledge of finance and accounting, but knows the importance of telling the story. He looks forward to helping FactRight’s clients understand the details and risks of their investments.
For eleven years, Kevin was an equity analyst, most recently at Standard & Poor’s. During that time, Kevin developed investment recommendations on companies across a wide range of industries. Integral to these picks, were the financial models and sector dashboards he developed. In addition, Kevin has considerable experience as a communications consultant, advising client on their Wall Street outreach efforts. He has helped new companies build their investor relations presence ahead of an IPO, while helping established companies navigate near-term issues.
Recent Blogs from FactRight
- Press Start to Replay: A Look Back at This Year’s Annual Due Diligence Conference
by sarah@factright.com (Sarah Kieser) on September 25, 2025 at 2:46 pm - Shamrocks & Due Diligence: A Recap of FactRight’s 2025 RIA Due Diligence Conference
by Kate@FactRight.com (Kate Stephany) on March 27, 2025 at 6:07 pm - Action Packed Recap from FactRight’s 2024 Annual Due Diligence Conference
by sarah@factright.com (Sarah Kieser) on October 10, 2024 at 7:14 pm*Dramatic suspenseful music* Thank you to the 480 industry professionals and wealth managers who ventured to the home of the Batman Building, Nashville, Tennessee for FactRight’s 2024 Annual Due Diligence conference. It was a legendary success, and we, the FactRight staff, are so grateful for your continued support and participation.
- Understanding Master Lease Mechanics in DST Underwriting
by Houston Hyde, Mountain Dell Consulting and Brandon Raatikka, FactRight on May 23, 2024 at 8:04 pmAs the DST market has grown over the past several years, the nuances of available programs have proliferated. Given the structural requirements of Revenue Ruling 2004-86, these programs do not behave like traditional real estate investments in certain respects. In our experience working with wealth advisory firms seeking 1031 solutions for their clients, understanding the differences among master lease structures in the market can be a common hurdle. Closely related is how a particular structure may behave differently in various performance scenarios, and how the property underwriting interacts with that structure.
- Highlight Reel from FactRight’s 2024 RIA Spring Due Diligence Conference
by Kate@FactRight.com (Kate Stephany) on March 13, 2024 at 5:07 pmWith March Madness upon us, what better way to celebrate then to recap some of the shining moments that happened at the FactRight RIA Spring Due Diligence Conference—and what a conference it was!