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Kenneth R. Russell, Jr.
President and CEO 203.204.6626 office 203.535.2089 cell ken@greyledge.com Ken is the President and CEO of Grey Ledge Advisors. He leads our growing team of passionate professionals in providing customized investment solutions and wealth management advice that assists our clients in navigating both the joyful and difficult transitions in their financial lives. Ken is a staunch advocate for the Fiduciary Standard rule as he believes it is the best way to align with our clients to provide the type of investment advice that places a continuous first priority on their best interests in an environment free of the conflicts that come with the sale of financial products. He has over 36 years of experience in providing entrepreneurs and investment clients advice in such areas as: investment and asset allocation strategy, estate planning and pre- and post-sale transaction planning. He also has spent time with families helping senior generations to be effective stewards of their wealth for younger generations. Prior to joining Grey Ledge Advisors, Ken was a Managing Director and Market Director for US Trust (Bank of America Private Bank) in New Haven, CT. His previous positions also include: President of the New England region for GenSpring Family Offices; a multi-family office providing investment and tax advice to ultra-high net worth families; and Managing Director, J.P. Morgan Chase Private Bank. Ken is a graduate of Rutgers College with a B.A. in Economics and holds an M.B.A. in Finance from New York University’s Leonard Stern School of Business. He is active in many charitable causes and is currently on the Board of Directors of LEAP in New Haven. When not in the office, Ken, a Wallingford resident, enjoys time on the golf course or just being outdoors with his family at their summer home in Old Lyme. |
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NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority. |
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