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 White

Financial Advisor

Ken began his career over thirty years ago with Smith Barney and its predecessor firms (EF Hutton, Shearson Lehman Brothers), and after careful consideration, moved to UBS in August of 2010. Ken was accepted into the Portfolio Management Program, a privilege granted to select financial advisors who have met certain prescribed educational, compliance and investment management standards.

Ken describes himself as an investment consultant committed to always striving to provide the utmost in service and performance for each of his clients. By offering solid experience and the tools of a major service firm, he can guide clients through the investment maze. He prides himself on always acting honestly, with integrity and in the best interest of his clients, so that each would be proud to recommend him to their friends and family.

As a youth, Ken was an Eagle Scout and has carried those ideals into his adult life by being active in many community activities. He is a member and past master of Wadsworth Masonic Lodge #417, a member of Ancient Scottish Rite Valley of Albany, a member of Cyprus Shrine, a member and past president of the Capital District Business Leaders, a member and Lay Eucharistic Minister of St. Stephen's Episcopal Church, past coach of youth soccer, baseball and basketball, and is a 2004 Inductee to the Albany Twilight Baseball League Hall of Fame.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI


  • Business Degree, Mercyhurst College
8 Southwoods Blvd
Suite 207
Albany, NY 12211
  • (518) 447-3910

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Retirement planning

Retirement planning

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Multigenerational planning

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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In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager