Senior Portfolio Administrator
As a Senior Portfolio Administrator, Ken is responsible for client services, trading and operations, including new account openings and asset transfers, wire and cash disbursements, and acting as custodian liaison. Ken also produces quarterly performance and tax reporting for clients.
Prior to joining Pacific Portfolio, Ken was with Sound Capital Partners, where he provided support for a team of portfolio managers. In that role Ken produced performance measurement reports, edited client publications, created and reconciled trade blocks, and performed portfolio rebalances.