Ken joined Upstream Investment Partners in May 2015. Ken's professional experience has been rooted in Wall St. finance for over 20 years. His experience includes heading a debt research group, institutional debt trading, options trading, and Private Wealth Management. Since arriving in Austin in 2012, Ken's focus has been on working with both individuals and small companies to manage assets and wealth. Ken approaches clients individually in order to establish a suitable portfolio management style for each client.
Ken has been actively involved in youth football in Austin, namely as a coach and board member for Four Points Pop Warner football. Ken is also very actively involved in his church where he is a member of the vestry, serves on several church committees, and serves as a class leader for the children's ministries.
Ken completed his MBA in Finance at Cornell University's Johnson Graduate School of Management in 1997. He obtained his B.S. in Business Administration from Seton Hall University in 1990 graduating Magna Cum Laude where he also played Division I baseball.