Monterey Financial Services appointed Kevin Weiss as CEO. Weiss steps into the role with a strong track record of building high-growth companies and a clear vision to advance Monterey Financial Services’ innovation and customer-centricity.
Before Monterey, Weiss helped to launch and grow several successful businesses. In financial services, he was a founding team member of M13, a venture capital firm that now manages over $1.3 billion in assets, and subsequently, a Texas-based multi-family office where he invested in both debt and equity across a number of industries.
Most recently, Weiss served as Chief of Staff to CEO Brian Balfour and headed the B2B business segment at Reforge, an online training and software services business backed by Andreessen Horowitz and Insight Partners. Under his leadership, Reforge B2B grew from under $1 million to tens of millions in recurring revenue in three years.
Weiss succeeds Shaun Lucas, who led the company as CEO for six years, helping to lay the groundwork for scalable growth.
“We’re excited to have Kevin lead Monterey as our new CEO during such a pivotal time,” said Kathi Steinke, Co-Founder and Chairwoman of Monterey. “Kevin’s energy, focus on customer centricity, and fresh perspective are exactly what we need as we enter this next phase.”
Outside of Monterey, Weiss proudly serves on the board of Veterans Exploring Treatment Solutions (VETS), the leading charity focused on serving Special Operations Forces (SOF) veterans suffering from Traumatic Brain Injury and Post-Traumatic Stress. Kevin’s work with VETS and background more broadly align with Monterey’s core values, from high performance to giving back to the community.
“Monterey has a strong foundation and an experienced, dedicated team,” said Weiss. “I am excited to continue Monterey’s legacy of creative problem solving and customer service, while embracing technology to solve problems for our customers and unlocking growth opportunities for our employees and brokers.”
