Ken Foley

Role: Spearhead Administrative Services
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Ken Foley

Mr. Foley brings 20+ years of financial services and insurance industry experience. Prior…

Experience

Spearhead Administrative Services
Present

Skills

Marketing Strategy
Financial Planning
Alternative Investments
Mutual Funds
Insurance
Finance
New Business Development
Estate Planning
Operations Management
Strategic Planning
Business Planning
Business Development
Financial Analysis
Wealth Management
Sales
Team Leadership
Financial Services
Asset Management
Hedge Funds
Portfolio Management

Contact information

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Work email
•••••@spearheadadmin.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Spearhead Administrative Services

Financial Services · 10 employees · Founded 2022

Spearhead enables RIAs and Asset Managers to manage assets through private placement insurance structures. Spearhead handles the entire relationship with the insurance carrier, allowing our partners to focus on what they do best, managing capital for their clients. We provide two primary investment solutions that can fit any wealth or asset management business. Separate Managed Account (“SMA”) programs provide more customization for our partners\' end-clients, while Insurance Dedicated Funds (\"IDFs\") are built for investment managers to scale quickly and efficiently in this marketplace. As the administrator, Spearhead is agnostic as to which solution is built for our partners, and we collaborate with each of them to ensure the program is molded to achieve their long-term organizational goals.

spearheadadmin.com

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