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Kim Kenly joins Lexington Wealth Management as senior advisor


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.

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