Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Kenneth Catanella

Managing Director–Wealth Management

Personal & Community

  • Founding President of the Holy Cross High School Fathers Basketball Club.
  • Ken is on the executive Committees of the Special Olympics of Philadelphia.
  • Host the annual Greater Philadelphia Special Olympics Basketball Tournament.
  • Appointed to the finance committee of the New Jersey/New York Governor"s Bowl High School Football all-star Game.
  • Ken has been host member and moderator for the Professional Accreditation Seminar Series, a state-approved seminar for continuing education credits.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TX
  • VA

  • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from June to August of the award year.
  • PLANADVISER Top Retirement Plan Advisers, 2014, 2017, 2018, 2019, 2020, 2021, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.A., Butler University


  • Senior Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Plan Consultant
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
  • (215) 972-6826

Email Me

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Debt ceiling and inflation


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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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