Designations and Licenses

Ken is a Certified Public Accountant.

Experience and Education

Ken creates wealth management plans for clients to help them reach their goals. He also provides tax compliance and planning for corporations, partnerships, estates and trusts as well as high-net-worth individuals.

Prior to joining Mariner, Ken spent eight years at UBS in the wealth management finance division. He has experience in accounting and controlling for retail broker dealers with a focus on financial statement reporting and analysis. He is knowledgeable of transactional and recurring revenue products, worked as a product controller for the municipal bond trading desk and is experienced in private equity partnership accounting.

He has experience working with various types of audits, internal and external, including regulatory audits. Ken also spent five years working for US Trust Company of New York providing tax consulting and financial planning services for ultra-high-net-worth clients. He started his career working for PricewaterhouseCoopers in assurance and tax services.