In his role, Kenneth (KC) supports advisors serving UHNW families & clients across wealth planning, portfolio & alternative investment operations, reporting and more.
Prior to joining NewEdge, he was a Client Service Associate at Green Wealth Management Group and an intern at Charles Schwab.
KC received his B.S. in Business Administration from Bryant University, where he concentrated in Finance & Applied Economics. He holds his Series 63, Series 65 and SIE licenses.
KC grew up in Southbury, CT and now calls Houston, TX home. Outside of the office, he can be found hiking, reading and traveling.