Ken holds both an MBA and MS from Fordham University. He is a well-known speaker on investment and tax topics and has an extensive background in taxation and tax-motivated investment products with more than a decade of Big 4 public accounting experience at both Arthur Andersen and Deloitte & Touche.
Ken takes great pride in his profession and is diligent in the guidance that he provides his clients. He is constantly educating himself on the timeliest wealth management solutions. Ken maintains FINRA Series 7 - General Securities Representative Examination and FINRA Series 66 - Uniform Combined State Law Examination registrations.
In addition to making a difference in the life of his clients, Ken’s other passions include spending time with his wife Valerie and their two daughters. He also enjoys reading, golf, tennis, and watching his beloved NY Mets.