Ken has more than 25 years of experience in the financial services industry as a trusted partner helping clients manage their wealth.
Ken manages our team’s fixed income and opportunistic investing, drawing from extensive experience he’s honed throughout his career. He started at Bay Bank Capital Markets (1988-1991), where he traded bonds for institutional clients. He then joined Morgan Stanley Smith Barney (1991-2011) as a Senior Vice President of Wealth Management, helping high net worth clients and endowments with complex financial solutions.
Throughout his career, Ken has immersed himself in research. His access to professional strategists, analysts, and economists help him lead our Group’s research process.
Ken graduated from Bentley University with a B.A. in Economics and Finance, in addition to a minor in Business Administration. In his spare time, he enjoys road biking and skiing, as he is also a member of the Mad River Glen Ski Area. Ken and his wife, Tina, reside with their five children in Hamilton, MA.
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Investment products: Not FDIC insured • No bank guarantee • May lose value