Mr. Kuo has strategic oversight for the firm and all its client relationships. With 25 years of experience in PR, corporate communications and marketing communications for financial services firms, his work encompasses both ongoing brand elevation campaigns as well as communications support for transactional, regulatory and special situations.
Before launching Haven Tower in late 2011, he served as Senior Vice President and Head of Public Relations at LPL Financial (NASDAQ: LPLA), one of the largest independent wealth management firms in the country.
At LPL, he led the company’s public relations strategy and execution, while acting as its principal media spokesperson. He served as a key architect of the company’s public positioning in its multi-billion-dollar initial public offering on the NASDAQ Stock Market in November 2010.
Prior to that, Mr. Kuo was a Partner at Kekst & Company., a leading New York City-based global public relations firm now known as Kekst CNC. Over the course of nearly a decade at Kekst he developed and implemented strategic communications and public visibility programs for financial services firms, with an emphasis on wealth management and asset management firms.
He has served on the Board of Advisors of Entreda, a leading cybersecurity solutions firm for the wealth management space, providing strategic counsel to the company for two years, in support of its successful sale to Smarsh in 2020.
Additionally, Mr. Kuo has served on the PR Committee of the Insured Retirement Institute, the advocacy and trade association for the variable annuity industry. He currently serves on the Advisory Board of Surge Ventures, a venture studio focused on data governance technology start-ups for the wealth management sector. Mr. Kuo earned a Bachelor of Arts, summa cum laude and phi beta kappa, in History and East Asian Studies from Yale University.
