Kenneth Lassner, CFA

Loading Events

← Back to Events

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.

Upcoming Events

November 2017
December 2017
+ Export Events

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)

For more information: Policies and Procedures