Ken provides wealth management advice and guidance to affluent individuals and their families. He works with clients to identify and define their objectives and priorities, and creates tailored investment management strategies that are designed help them reach their goals. Ken joined Merrill Lynch Wealth Management after working for over two decades as an investment banker in the public finance industry, helping clients structure and price tax-exempt and taxable municipal bond issues.
Ken graduated with a BA in Economics from the University of California, Berkeley and has an MBA from the Columbia Business School. He lives in Scarsdale with his wife and two sons. Ken has been involved with youth sports programs in his community, including serving on the board of his town’s Little League, and currently helps run the charity fund-raising Scarsdale Concours d’Elegance car show. Ken holds the Series 7, 63 and 65 FINRA registrations, and also is licensed in Life, Accident and Health insurance.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
