Ken C.

职业背景

I am a successful Wealth Management professional with expertise in managing client service teams and institutional relationships. Deep knowledge of capital markets, transition management, and performance reporting, I have been a part of new investment platforms, including JP Morgan Online, FarSight Financial Services and Athena Capital Advisors.

I gained my knowledge of capital markets and securities trading at Fidelity Investments and The DE Shaw Group. I gained expertise in private client service, recruiting, project management and portfolio management at Athena Capital Advisors and Windrose Advisors. I am comfortable working directly with C-level executives, partners of private equity and real estate firms, endowments and private foundations.

I enjoy solving the difficult client portfolio problem, leading the challenging client transition, and exceeding expectations to help a client. I have experience in RIA consulting, business analysis and strategic planning, with a constant fo

专业领域

Advisory Consulting Services, Athena Capital Advisors, Thinking Investments, Inc.