Ken Dysart
Marktstrateeg bij Cordatus Wealth Management LLC
Profiel
Mr. Kenneth B.
Dysart is a Head Investment Strategist at Cordatus Wealth Management LLC.
With a background in portfolio management and asset allocation, Ken manages the team’s multiple portfolios.
He has been specialty trained in the fields of Rule 144 transaction, 401k plan management, and Rule 10b-18 corporate reacquisitions and 10b5-1 plans.
Mr. Dysart has worked with Walter since 1994 as a part of predecessor organizations.
He has employed as a Principal by Wells Fargo Advisors Financial Network LLC and a Principal by Wachovia Securities LLC.
He received his undergraduate degree from Albright College.
He is CIMA.
Actieve functies van Ken Dysart
| Bedrijven | Functie | Begin |
|---|---|---|
Cordatus Wealth Management LLC
 Cordatus Wealth Management LLC Investment ManagersFinance Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2018, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives. | Marktstrateeg | 01-06-2016 |
Eerdere bekende functies van Ken Dysart
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01-02-2015 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 01-05-2009 |
Opleiding van Ken Dysart
| Albright College | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Cordatus Wealth Management LLC
Cordatus Wealth Management LLC Investment ManagersFinance Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2018, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
