Vice President and
Chief Investment Officer
Ken Ferrone is a Chartered Financial Analyst, Certified Financial Specialist, and Board Certified in Mutual Funds. He previously served as senior vice president of Vantage Investment Advisors, and director of investment research at Aris Securities Company. During his career, he has managed various investments including as a co-portfolio manager of a separate account program (large value-growth at a reasonable price). He has been a speaker on many topics including retirement planning, investments, and insurance.
Mr. Ferrone is in charge of global portfolio allocations as well as investment selection, monitoring and reviews. He monitors overall portfolios on both the global and individual sides, and directs transactions based on changes in asset classes and investments. He is in charge of quarterly reporting as well as meeting with and assisting clients with their needs.
A New Jersey native, he earned his bachelor’s degree (B.A., 1992) from Dickinson College, and pursued graduate studies at Penn State University. During his spare time, Mr. Ferrone enjoys spending time with his wife and two children and is also involved in the Hershey Area Minor Hockey Association.
Content Management System (CMS).