Ken oversees Wealth Management services across New York, Vermont, and Connecticut for Wilmington Trust, including administrative and business development functions for personal trust, investment management, and private banking. In this role, he oversees the development and coordination of Wealth Management services for prominent individuals, families, and institutional investment accounts. Ken and his team work closely with clients and their advisors to develop financial  strategies that help clients meet their current needs and plan for their long-term objectives. 

Ken has over 30 years of experience in the financial services industry. Prior to joining M&T Bank in 2008 and transitioning over to Wilmington Trust in 2011, Ken served as a manager and financial advisor with American Express and HSBC. 

He holds a bachelor’s degree in business administration and a certificate in financial planning. He earned the Chartered Financial Consultant designation through the American College*.

Ken is a Paul Harris Fellow for Rotary International and was recognized with a leadership award from the Mohawk Valley Chamber of Commerce. He serves on the Community Foundation of Herkimer and Oneida Counties, Munson Arts Museum, Rotary Club of Utica, and the Business Council of New York State, Inc.

*ChFC® is a registered trademark of The American College of
Financial Services.