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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty years of experience in the financial industry to your relationship.
As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.
Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania. Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.
Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.
Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.
In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey offices. Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey with their dog Grace.
Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
Education
Credentials
Senior Vice President–Wealth Management
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty years of experience in the financial industry to your relationship.
As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.
Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania. Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.
Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.
Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.
In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey offices. Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey with their dog Grace.
Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
