Best Part of My Job
Ken joined Cornerstone Advisors in 1994 and became Chief Executive Officer of the firm in 2011. Ken serves as Chair of the Executive Management Team and is a member of the Board of Directors and Investment Policy Committee. Ken has the privilege of providing strategic leadership to the company and is responsible for overseeing all aspects of our business, including client management, investment management, operations and business development. He enjoys bringing together teams of skilled individuals who work in tandem to create satisfying outcomes for our clients.
Three Words That Best Describe Me
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Collaborative
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Compassionate
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Dedicated
Education
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Seattle Pacific University, BA in Finance, Magna Cum Laude
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Chartered Financial Analyst (CFA)
Professional and Community Activities
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Cornerstone Advisors Board of Directors
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Cornerstone Advisors Executive Management Team
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Cornerstone Advisors Investment Policy Committee
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Shareholder of Cornerstone Advisors
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CFA Society of Seattle and the CFA Institute
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Overlake Service League Community Advisory Council, 2010 - present
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FareStart, Investment Committee Member 2009 - present
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Ken was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2007, 2008, 2009, 2010 and 2011, an annual honor bestowed upon select Seattle wealth managers.
Where To Find Ken When He Is Not At Work
Ken enjoys spending quality time with his family, and can often be found coaching soccer, cycling or hiking in the mountains.. He also enjoys tennis, cooking, and listening to music.
The Cornerstones of Ken's Life: His faith, family and friends.