As a Wealth Manager, Ken provides support to all of the firm’s Progression of Wealth and Retirement Plan Clients. He specializes on the investment side of the business, where his main responsibilities include portfolio management, performance reporting, investment research, and management of various financial technology tools to help improve the client experience. Prior to joining Meridian Wealth Partners, Ken participated in Morgan Stanley’s Operations Analyst Program upon graduation, and previously held internships at both JPMorgan Chase and SEI Investments.
Ken graduated from Penn State University with a Bachelor’s Degree in Finance, where he was an active member of the Penn State Investment Association while also tutoring Finance and Economics students in his spare time. He holds the Series 65 designation, and he earned his CFA Charter in 2019.