Ken Solano
Relationship Manager and Director, Investor Services North America, Client Group
- Role
- Relationship Manager and Director, Investor Services North America, Client Group at Wellington Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Ken Solano
Experienced Vice President in relationship management, business development, and client services with a demonstrated and accomplished history of building and managing long-term relationships with various institutional clients in the investment management industry. Ken is responsible for a team managing relationship management and service delivery across multiple investment disciplines and institutional client channels including corporate and public pension funds, defined contribution plans, endowment, foundation, family office, Taft-Hartley, health services, and insurance clients. He works in close collaboration with Wellington Management’s business development, consultant relations, and product management teams to deepen the relationship and consultative partnerships with clients ensuring the full range of the firm’s resources and services are brought to bear on their behalf. Ken partners with clients on long-term strategy and meets with them regularly to discuss investment and business content, evaluate portfolio risks and performance, ensure compliance with policy guidelines and regulations, and help resolve administrative and operational issues. Experience is complemented with FINRA Series 7 & 63 licenses and a Northeastern University MBA.
Experience
Relationship Manager and Director, Investor Services North America, Client Group
Jan 2023 — Present
Education
College of the Holy Cross
Bachelor of Arts (BA)
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA)
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