Ken C. Handy
Nessuna posizione attualmente
Profilo
Mr. Ken C.
Handy is a Director at Convergent Wealth Advisors LLC.
He advises on several complex wealth management issues, including investment policy development, portfolio construction and asset allocation, risk management, and tax and estate planning.
Prior to joining Convergent in 2007, Mr. Handy spent several years as director of European business development for The Rowe Companies, based in London.
In that capacity, he designed and executed a novel business strategy to create a sustainable export market for Rowe products, encompassing the UK and Ireland, continental Europe and the Middle East.
Mr. Handy received his Bachelors of Science degree in Business from Virginia Tech University.
He holds the Certified Investment Management Analyst (CIMA) designation, graduating from the program held at the Wharton Business School of the University of Pennsylvania, as well as the Financial Industry Regulatory Authority (FINRA) Series 65 license.
Precedenti posizioni note di Ken C. Handy
| Società | Posizione | Fine |
|---|---|---|
Rowe Colin
 Rowe Colin Insurance Brokers/ServicesFinance Part of Arthur J. Gallagher & Co., Rowe Colin is a British company that provides insurance services. The company is based in Middlesbrough, UK. Rowe Colin was acquired by Teesside Insurance Consultants Ltd. on March 19, 2003. | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Gestore di Portafoglio-Azioni | - |
Formazione di Ken C. Handy
| University of Pennsylvania | Graduate Degree |
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Rowe Colin
Rowe Colin Insurance Brokers/ServicesFinance Part of Arthur J. Gallagher & Co., Rowe Colin is a British company that provides insurance services. The company is based in Middlesbrough, UK. Rowe Colin was acquired by Teesside Insurance Consultants Ltd. on March 19, 2003. | Finance |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
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