MERRILL LYNCH – FINANCIAL ADVISOR
Ken joined Merrill Lynch in 1999 as a corporate controller in the institutional equities division. He was responsible for balance sheet, income, and expense reporting to senior-level Merrill Lynch management. In 2006, Ken moved to the Global Private Client Group at Merrill Lynch, where he focused on investment portfolio development, financial modeling, and retirement planning. Two years later, Ken joined the Private Banking and Investment Group; he focuses on portfolio construction, asset allocation, and manager due diligence.