Knowledge, experience, leadership And the confidence to pursue your goals

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.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Investments

Northfield, NJ

February 2000 - Present

Morgan Stanley

Senior Vice President - Investments

Northfield, NJ

January 1990 - January 2000

Paine Webber

Financial Advisor

Linwood, NJ

May 1987 - December 1989

Accomplishments

  • Security Licensed, May 1987 - Present
  • Hosted Talk Radio WOND
  • Appeared on the 6:00 Evening News on TV40 (NBC affiliate) as a Financial Analyst guest commentator

Education

  • Graduated with honors from American University
  • Attended the University of London, London School of Economics
  • Completed Executive Program at The Wharton School, University of Pennsylvania

Licenses

  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Life, Health, Variable Life Insurance and Variable Annuity Licensed
  • Series 7, General Securities Representative

Personal & Community

  • Commander, United States Coast Guard Auxiliary
  • Member, National Leadership Council, American University, Washington, D.C.
  • Board member: South Jersey Community Food Bank (Chairman), Boy Scouts Heritage Foundation, Jewish Family Service (past President).
  • Member of the Galloway Township Board of Education.
  • Active in Big Brothers/Big Sisters of America and the American Corporate Partners Veteran Mentoring Program.

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TX, VA