Ken Beebe
Analyst-Equity presso Firstrust Financial Resources LLC
Profilo
Mr. Kenneth Beebe is a Vice President of Portfolio Services at Firstrust Financial Resources LLC (FFR).
He joined the firm in 2009 and serves as FFR’s Director of Portfolio Services.
In this role, Mr. Beebe oversees the firm’s investment platforms, including FFR’s advisory business.
He is responsible for asset allocation, portfolio construction, and trading within the firm’s model portfolio offerings.
In serving the firm’s corporate retirement plan clients, Mr. Beebe focuses on investment lineup construction and monitoring.
Additionally, he is involved in FFR’s product due diligence and data analytics efforts.
Mr. Beebe served as Chief Investment Officer for the Ithaca College Mutual Fund.
He received a BS in Finance from Ithaca College.
Posizioni attive di Ken Beebe
Società | Posizione | Inizio |
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Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Analyst-Equity | 01/07/2009 |
Formazione di Ken Beebe
Ithaca College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Finance |
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