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Prior to 2014, Ken has been involved in various aspects of the daily operations of the team. His initial job was to create client reports and update consultant databases with performance numbers as part of the Sales & Marketing team. He then joined the Asset Management team in 2010 as an analyst responsible for trade settlement and account reconciliation. While in that role, Ken worked closely with IT programmers to design and implement three proprietary software programs. Those programs further automated the client reporting, accounting, and back-office functions.
Ken earned his Bachelor of Arts in Economics and Religious Studies from the College of the Holy Cross in 2008. He is a 2020 Level II CFA candidate.