Passionate about developing innovative investment solutions that drive better outcomes for clients, Ken specializes in Tax-Aware, Multi-Asset Class Investing – designing sophisticated strategies that help high-net-worth individuals, families, and entrepreneurs address complex financial challenges.
Ken believes asset allocation to be the cornerstone of successful investing, requiring both a broad perspective across asset classes and a deep understanding of each client’s unique goals. His institutional approach to private wealth management integrates equities, fixed income, alternatives, and structured investments to navigate today’s complex financial landscape.
A strategic thinker and proponent of risk mitigation, Ken's experience with some of the largest financial institutions on Wall Street has shaped his career. He is a seasoned capital markets executive, having served as Desk Head of Listed Derivatives at GFI Group, Inc., and as Head of Cross Asset Solutions on the Private Institutional Client Desk at Raymond James. Additionally, Ken completed a prestigious two-year post-MBA program as Assistant to the Chairman/CEO at Raymond James Financial, leading special projects that shaped the firm’s strategy, business development, and ongoing success.
Ken graduated summa cum laude from Illinois State University with a B.S. in Finance and an MBA with Dean’s Honors from Columbia Business School. He holds several securities licenses including the Series 7, 63, 65, 57, 3, 4 and is a Certified Private Wealth Advisor® professional.
Outside the office, he is committed to promoting financial literacy through sports in high schools and colleges across America. Ken resides in Miami, FL with his wife, Iva, and their newborn daughter, Ruby.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.