Ken co-founded SkyPath Private Wealth in 2022 with other wealth advisors who had worked at Merrill Lynch Wealth Management, which he had joined in 2013. He had previously worked 5 years at Morgan Stanley and KPMG in their state and local tax accounting department. Ken is passionate in working with clients to prepare in-depth financial analyses, investment analytics and portfolio reviews. Ken works directly with select individuals, families and business to define their investment objectives and implement a personalized plan to reach their financial goals. In addition to working with clients, Ken is an instrumental part of managing the operations, processes and technology of the SkyPath team.
Ken graduated from Fordham University’s Gabelli School of Business with a B.S. in Accounting and Fordham University’s Graduate School of Business Administration with a M.S. in Global Finance. He is FINRA Series 7 and 66 registered, a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Benefits Consultant and holds both Life and Health Insurance licenses.
Ken is originally from New York City and now resides in Summit, New Jersey. In Ken’s free time, he enjoys spending time with friends and family, traveling, motorsports, mountain biking, deep sea fishing, being outdoors and learning new technologies.