Ken serves as Director of Investments at Meridian Wealth Partners, managing the investment portfolios for all of the firm’s Individual and Retirement Plan Clients. Ken specializes in portfolio management, trading, investment strategy, and investment research. He also develops customized investment strategies for all of our clients based on their specific goals and risk profile. As both a CFA and a CFP, Ken brings a unique skillset to our clients, which enables him to process complex investment data and analytics and transform it into advice that our clients can understand and benefit from.
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. He also was selected to be a Finance and Economics tutor in his spare time, which is where his passion for educating people on financial topics began. He earned his CFA charter in 2019 and earned his CFP certification in 2021. He is an active member of the CFA Society of Philadelphia as well as the Financial Planning Association of Philadelphia. He resides in Lansdale with his wife, Alexa.
PROFESSIONAL CERTIFICATIONS/LICENSES:
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
- FINRA Series 65 License
