Ken has over twenty-five years of experience advising ultra-affluent families. Prior to co-founding Quintile Wealth Management, Ken was a Client Service Director in myCFO's Family Office Services group. Before that, Ken was a tax partner of Arthur Andersen, LLP. During his 20 years at Arthur Andersen, Ken established the Family Wealth Planning and Personal Financial Planning practices in the firm's Southern California offices. In addition, he was a founding board member of AAFA, Arthur Andersen Financial Advisors, a wholly-owned Registered Investment Advisor, and served on the firm's national Compensation Planning Specialty Team as well as the Family Wealth and Private Client Services Specialty Team. Ken is both an attorney and a CPA and holds a BSBA in Accounting and Economics as well as a Juris Doctor degree from Valparaiso University. He was a founding member of the Advisory Board of the University of Southern California Family Business Program, is listed in Who's Who in America and Who's Who in the West and continues to sit on several boards, including Step Up On Second, Idyllwild Arts Academy, the Boy Scouts of America Western Council and the National Council for Valparaiso University School of Law.
|