Meet Ken


Ken is a Senior Wealth Manager serving individual, family, and small business clients nationally. He believes in creating long-term financial plans and strategies that help his clients achieve their goals while managing risk. Ken is committed to transparent, evidence-based strategies and personalized advice.

Ken obtained his B.S. in Business Administration from Seton Hall University and his MBA from Cornell University’s Johnson Graduate School of Management with concentrations in Finance and Accounting.

Ken has worked in a wide variety of roles on Wall St. for over 25 years. These roles have ranged from Investment Analyst to Director of Floating Rate Debt Research in large investment banks to Senior Private Wealth Manager. Ken is an IAR and maintains an AAMS designation.

Outside of work, Ken enjoys spending time with his family, traveling internationally, and learning new skills such as foreign languages and collectibles.