Ken H.

Investment Operation Associate | CFA I Candidate

Role: Investment Operation Associate at Taurus Financial
Location: New York, NY, US
LinkedIn followers: 500 followers

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About Ken H.

As a recent graduate of Columbia University\'s MS in Applied Analytics program, I am…

Experience

Investment Operation Associate
Taurus Financial
Aug 2024 — Present

Education

Purdue University
Bachelor’s, Public Relations, Advertising, and Applied Communication
Columbia University
Master of Science - MS, Applied Analytics

Contact information

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Work email
•••••@taurus-fin.com
Personal email
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Current company

Taurus Financial

Financial Services · 15 employees · Founded 2017 · Jersey City, New Jersey, United States

Taurus Financial is a leading boutique wealth management firm serving high-net-worth individuals, business owners, equity compensation holders, and families building generational wealth. Headquartered in Jersey City, NJ with close proximity to Wall Street, we combine institutional-grade investment strategies with personalized financial planning through our in-house CPA, CFA, and CFP expertise. Over the past decade, we have served clients across more than 30 states, delivering tax-aware portfolio construction, long/short direct indexing, structured notes, and comprehensive estate planning under one roof. At Taurus, strategy and execution are always aligned, and our clients\' financial success is always our highest priority. Disclosure: Securities offered through LPL Financial, Member FINRA & SIPC. Advisory services offered through Taurus Financial LLC a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

taurus-fin.com

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About Ken H.

Experience

Investment Operation Associate

Education

Purdue University

Columbia University

Find verified contacts for anyone on LinkedIn