Ken Zannoni
President & Chief Wealth Officer at CW Advisors
- Role
- Investor Advisory at Alumni Ventures
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ken Zannoni
As Managing Partner for Congress Wealth Management, I support our advisory team with the design and implementation of customized investment and advisory plans across multiple generations. I also assist our investment team identifying new private equity and venture capital opportunities.
Experience
Investor Advisory
Jan 2020 — Present · Boston, MA, US
Education
University of Massachusetts
BS
1993 — 1997
Boston University
CFP
2004 — 2006
Skills
- Asset Management
- Financial Services
- Finance
- Asset Allocation
- Mutual Funds
- Series 7
- Investments
- Retirement
- Fixed Income
- Charitable Gift Planning
- Securities
- Equities
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Wealth Management
- Investment Advisory
- Investment Management
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