Kenneth Lassner, CFA
Kenneth is a client relationship manager for Aperio Group, representing Aperio’s services to family offices and wealth advisors in the eastern part of the country. He has over 25 years of experience in the financial services industry. Ken was most recently at US Trust and Columbia Management as a Senior Product Specialist focusing on providing tax-efficient equity solutions to high net worth clients and wealth advisors. Prior to that he was a Product Specialist for Deutsche Asset Management in the Advanced Research and Quantitative Strategies Group and an Investment Strategist at JP Morgan Investment Management. Ken also spent nine years as a plan sponsor for the Federal Reserve and the Interpublic Group of Companies, managing pension plan assets. Ken earned a BS in Finance from Babson College and an MBA in Finance/Investments from Bernard Baruch College. He holds the Chartered Financial Analyst designation, is a member of the New York Society of Securities Analysts, and is Vice Chair of their Sustainable Investment Committee. Ken also has a series 7 license (inactive). He resides in New York City with his family. Ken is the captain of his adult ice hockey team (The Mighty Glaciers) and enjoys hitting the ice rinks of New York City.