Ken Gillespie
Founder and Managing Partner @Hermosa Wealth Management
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WORK HISTORY
Founder and Managing Partner @Hermosa Wealth Management
Los Angeles, CA, US
Hermosa Wealth Management is a California based Registered Investment Advisor serving founders, families, and retirees. The firm provides discretionary investment management and long term wealth advisory services with a focus on disciplined portfolio construction, tax efficiency, and thoughtful planning across life transitions. As a fiduciary, Hermosa acts in the best interests of its clients and works to bring clarity, structure, and continuity to complex financial lives.My role is to serve as a long term advisor to clients, helping them navigate liquidity events, retirement, estate and legacy planning, and the ongoing stewardship of their capital.
EDUCATION
University of Illinois Urbana-Champaign
BS, Business Administration, Emphasis in Entrepreneurship
University of Southern California
MBA, Emphasis in Finance
SKILLS
ABOUT KEN GILLESPIE
I advise founders, families, and retirees on the long term stewardship of their wealth.Many of my clients are navigating important financial transitions such as a business sale, retirement, or the accumulation and protection of wealth over time. Others are earlier in their journey and want a disciplined, thoughtful approach to building a strong financial foundation.As the Founder of Hermosa Wealth Management, I serve as a fiduciary and long term advisor helping clients invest and protect capital across market cycles, structure sustainable income and liquidity strategies, coordinate estate, trust, and tax planning with their other advisors, and bring order and clarity to complex financial lives.A core focus of our work is tax efficiency. This includes thoughtful asset location, ongoing tax aware portfolio management, and for many clients, the design and management of custom built municipal bond portfolios intended to provide tax free income and capital preservation within a broader investment strategy.Hermosa is designed as a modern private wealth firm, senior led and built to provide continuity, discretion, and institutional rigor without bureaucracy or conflicts of interest.We begin every relationship with a conversation. It is an opportunity for both sides to determine whether there is a strong mutual fit for a long term advisory relationship.If this philosophy resonates, I am always open to a quiet conversation.
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