Bringing you live news and features since 2006 

Handshake 2

Kim Kenly joins Lexington Wealth Management as senior advisor

RELATED TOPICS​

Lexington Wealth Management today announced that Kim Kenly will join as Senior Advisor to the firm. The firm also announced that it has crossed over the threshold of USD500 million in assets under management (AUM).

Kenly will contribute his significant experience to Lexington Wealth’s investment committee, client service efforts, and growth strategies. He 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,” says 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.”

Kenly says: "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. The firm’s balance of the technical, tactical, and emotional sides of wealth is a powerful formula for clients and advisors alike.”

In addition, 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.

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by