Perfil
Mr. Kenneth C.
Ambrogi, CFA, is a Director at Meridian Wealth Partners LLC.
He provides support to all of the firm’s Progression of Wealth and Retirement Plan Clients.
He specializes on the investment side of the business, where his main responsibilities include portfolio management, performance reporting, investment research, and management of various financial technology tools to help improve the client experience.
Prior to joining Meridian Wealth Partners, Mr. Ambrogi participated in Morgan Stanley’s Operations Analyst Program upon graduation.
He earned a B.S.
in Finance from Pennsylvania State University, Smeal College of Business in 2015.
Cargos activos de Ken Ambrogi
| Empresas | Cargo | Inicio |
|---|---|---|
Meridian Wealth Partners LLC
Meridian Wealth Partners LLC Investment ManagersFinance Provides investment advice | Director of Investments | 01/03/2022 |
Formación de Ken Ambrogi.
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| Empresas privadas | 2 |
|---|---|
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Meridian Wealth Partners LLC
Meridian Wealth Partners LLC Investment ManagersFinance Provides investment advice | Finance |
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