LEXINGTON, Mass.--(EON: Enhanced Online News)--Lexington Wealth Management today announced that Mr. Kim Kenly will join as Senior Advisor to the Firm. The firm also announced that it has crossed over the threshold of $500 million in assets under management (AUM).
“Kim’s expertise is second to none, and he has made an incredible impact during his time in the field,” said Michael Tucci, President of Lexington Wealth. “We believe his vision, experience, and down-to-earth personality make him a great fit for Lexington Wealth as we grow and continue to serve our clients with our very best thinking.”
"Lexington Wealth offers a unique team of innovative thinkers that provides a progressive approach to wealth management, and I’m excited to be a part of the culture they’ve created," said Mr. Kenly. "The firm’s balance of the technical, tactical, and emotional sides of wealth is a powerful formula for clients and advisors alike.”
In addition, Mr. Kenly will play a role on Lexington Wealth’s advisory board alongside members: Andy Putterman, President of Fortigent; Warren Farrell, retired Managing Director, Smith Barney; Sangam Pant, of Evercore Venture Capital; Rich Farrell, President of Full Armor; and Mike Mingolelli, CEO Pinnacle Financial Group.
Mr. Kenly’s new position with the firm follows on Lexington Wealth’s addition in 2010 of Glenn Frank, Director of Investment Tax Strategy, and Daniel Flanagan, Senior Managing Director.
About Lexington Wealth Management
Lexington Wealth Management is a boutique, fee-only, independent investment and financial advisory firm that goes beyond the constraints of traditional wealth management to help clients balance strategy and emotion as they face important decisions in life. Based in Boston and Manhattan, the firm has approximately $500 million in assets under management and is nationally recognized for uncovering the best, most intelligent path for clients to travel from their distinct point A to point B. For more information, please visit www.lexingtonwealth.com.
“Lexington Wealth offers a unique team of innovative thinkers that provides a progressive approach to wealth management, and I’m excited to be a part of the culture they’ve created”Mr. Kenly will contribute his significant experience to Lexington Wealth’s investment committee, client service efforts, and growth strategies. Mr. Kenly has over 20 years of experience as a leader at some of the world’s premier investment management firms. Most recently, he served as Managing Director of North American Marketing and Sales for GMO; prior to that, he was Managing Director for Credit Suisse First Boston Investment Management Group.
“Kim’s expertise is second to none, and he has made an incredible impact during his time in the field,” said Michael Tucci, President of Lexington Wealth. “We believe his vision, experience, and down-to-earth personality make him a great fit for Lexington Wealth as we grow and continue to serve our clients with our very best thinking.”
"Lexington Wealth offers a unique team of innovative thinkers that provides a progressive approach to wealth management, and I’m excited to be a part of the culture they’ve created," said Mr. Kenly. "The firm’s balance of the technical, tactical, and emotional sides of wealth is a powerful formula for clients and advisors alike.”
In addition, Mr. Kenly will play a role on Lexington Wealth’s advisory board alongside members: Andy Putterman, President of Fortigent; Warren Farrell, retired Managing Director, Smith Barney; Sangam Pant, of Evercore Venture Capital; Rich Farrell, President of Full Armor; and Mike Mingolelli, CEO Pinnacle Financial Group.
Mr. Kenly’s new position with the firm follows on Lexington Wealth’s addition in 2010 of Glenn Frank, Director of Investment Tax Strategy, and Daniel Flanagan, Senior Managing Director.
About Lexington Wealth Management
Lexington Wealth Management is a boutique, fee-only, independent investment and financial advisory firm that goes beyond the constraints of traditional wealth management to help clients balance strategy and emotion as they face important decisions in life. Based in Boston and Manhattan, the firm has approximately $500 million in assets under management and is nationally recognized for uncovering the best, most intelligent path for clients to travel from their distinct point A to point B. For more information, please visit www.lexingtonwealth.com.
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