Ken Ambrogi
Director of Investments en Meridian Wealth Partners LLC .
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 Part of Meridian Corp. (Pennsylvania), Meridian Wealth Partners LLC is a company that provides investment advice. The company is based in Blue Bell, PA and was founded in 2017. | Director of Investments | 01/03/2022 |
Formación de Ken Ambrogi.
| The Pennsylvania State University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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| Empresas privadas | 1 |
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Meridian Wealth Partners LLC
Meridian Wealth Partners LLC Investment ManagersFinance Part of Meridian Corp. (Pennsylvania), Meridian Wealth Partners LLC is a company that provides investment advice. The company is based in Blue Bell, PA and was founded in 2017. | Finance |
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