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.

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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

  • Financial Times 401 Top Retirement Advisors, 2015, 2016
  • PLANADVISER Top 100 Retirement Plan Advisers, 2014, 2017, 2018, 2019, 2020, 2021

Education

  • B.A., Butler University

Credentials

  • 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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights