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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
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 ubs.com/us/en/designation-disclosures
Education
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.
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 ubs.com/us/en/designation-disclosures
Education
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.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
