Experience

Strategic thinking for you
Ken has decades of experience working with families of substantial means, high profile executives and public personalities, helping them simplify their financial lives, while also seeking to optimize their wealth, for today and for years to come. He works closely with the team’s roster of clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals. Implementing a “family wealth” approach, Ken takes an overarching view of his clients’ wealth—going beyond just financial capital to also consider the equally important aspects of intellectual and human capital.

Ken leads a team that is fully focused on transparent and regular communication, providing high-touch, white glove service and, most importantly, forging a genuine relationship with their clients, based on a deep understanding of what each individual needs and expects from their trusted advisors.

Past experience
Ken taps the full spectrum of insight and resources at UBS, one of the world’s largest wealth managers, to deliver customized solutions and astute advice. His expertise has been built through decades of hard work and learning about financial services from the ground up. For clients, this well-rounded background means that his advice is grounded in good judgement and strategic thinking.

Life
Ken supports several causes that are meaningful to him in his life and his work with clients, including the Robin Hood Foundation, which helps address and alleviate poverty in New York City, and the David Lynch Foundation, founded by the director David Lynch to promote and encourage the practice of transcendental meditation among students. He is active in his local Beekman Place neighborhood, serving on the board of his co-op building and neighborhood association. In addition to public speaking and mentoring, Ken also enjoys time with his family, travel, music and sports.

“We are 1,000% focused on always making the best possible decision for our clients. While we cannot always be right, we always do what is best for the client.”

A client centered approach
Ryan, as one of Beekman Place Associates’ principals, takes a lead role in creating tailored and holistic plans for clients, as well as “quarterbacking” the investment process. From asset allocation and rebalancing to due diligence on investment and manager selection, he takes a hands-on approach to ensuring that each client’s investments are astutely and diligently managed. He also helps coordinate with internal and external experts to ensure that each client has the very best possible support for their estate planning, tax and insurance needs.

As part of a team that fully embraces a “family office” approach, Ryan is focused on delivering concise and transparent communication, high-touch service and detailed and disciplined planning. Navigating the complexities that come with financial success is second nature to Ryan, and he works tirelessly to understand what is important to their clients, both quantitatively and qualitatively.

Past experience
As an ex-national championship college soccer player who was named Most Valuable Player in the 2001 NCAA tournament, Ryan well understands what it takes to be successful, and brings his strong work ethic, “can do” attitude and team player mentality to his day-to-day interactions with his clients.

Life
Ryan has been married to his amazing wife, Kate, since 2009. They have two children together – Ellie and Max. Ryan is involved in coaching both children in soccer, volleyball, and basketball. He is also active with his alma mater, Episcopal School of Dallas, through the alumni and school board, Dad’s Partnership and Booster Club.  Furthermore, Ryan serves as a mentor in American Corporate Partners (ACP) to help returning veterans build meaningful careers and skills. He also continues to enjoy playing soccer, skiing, golfing and tennis.

“Our team does everything in our power to service our clients and achieve the best possible outcomes for them.”

Helping clients plan for success
Dan plays a key role at Beekman Place Associates, acting as the team’s analyst and helping craft the financial and estate plans that form the cornerstone of every client relationship. He is also charged with overseeing operational issues, which are often complex and require highly experienced oversight as well as a depth of experience. He serves a roster of clients ranging from family offices to highly successful individuals.

Dan develops deep relationships with his clients, working closely with them to build a comprehensive financial plan, and then carefully tracking their progress to ensure that their “blueprint” remains aligned with their overall goals and objectives, both short and long term. His approach is quantitative as well as qualitative, incorporating the human element that is an integral part of the team’s highly personal approach to managing wealth.

Past experience
Having determined that a career in wealth management was an ideal match for his interest in financial markets and his passion for helping others, Dan has worked in the industry since 2013. In the intervening time, he has gradually deepened his understanding of the markets and honed his analytic and client relationship skills. With a keen focus on financial planning, he managed to gain his Certified Financial Planner^TM (CFP^®) certification in an impressive six months’ time—and the knowledge and insight he gained is put to work every day.

Life
Dan resides in Pennsylvania with his wife, Mary, whom he married in 2021. As a couple, they enjoy spending time with their extended families as well as their friends. An avid sports fan, Dan enjoys both participating in and following his favorite sports.

Isabelle is an integral part of Beekman Place Associates, providing critical support for family offices and high net worth clients by ensuring that their day-to-day banking, administrative and service needs are not just met, but exceeded. She is passionate about developing close relationships with each client, and prides herself on being highly responsive and knowledgeable about their unique needs and priorities.

For family offices, a single, trusted point of contact, no matter the question or issue, is essential—and this is where Isabelle excels, delivering an exceptional and efficient level of service. She aims to consistently bring the best of the team’s—not to mention UBS’s—insight and advice to each query or situation.

Past experience
With both parents working in financial services, Isabelle developed a natural interest in the industry, as well as a firsthand understanding of the importance of raising children to be financially literate and engaged. Her early exposure to finance and wealth management made Isabelle a natural fit for Beekman Place Associates, with its “family office” approach to working with multigenerational families. Isabelle gained valuable experience interning for UBS while in her senior year of college. Finding that she and the Beekman team were well aligned in terms of their investment philosophy and approach, she joined Beekman after graduation in 2018. Guided and inspired by her highly experienced teammates, she continuously provides exceptional service to every client.

Life
Outside the office, Isabelle enjoys weekly trivia nights with friends and also loves to stay fit by exercising. She also enjoys traveling and spending time with loved ones.