Ken Clift

Ken Clift Email and Phone Number

Principle and Director of Advisory Services @ Schultz Collins
san francisco, california, united states
Ken Clift's Location
San Ramon, California, United States, United States
Ken Clift's Contact Details

Ken Clift personal email

n/a
About Ken Clift

Ken serves as Principle and Senior Financial Advisor working primarily with families and fiduciaries of institutional assets. He joined Schultz Collins in 2010 with 20 years of financial services experience. For 17 years, Ken worked in several capacities for Charles Schwab & Company. His most notable experience was in performing research and analysis, and providing commentary, on the fixed income markets and the real estate investment trust market to Schwab investment professionals. Ken also represented Schwab’s Fixed Income Department on the firm’s Investment Strategy Council. The objective of the Council was to analyze global equity and fixed income markets and provide strategic and tactical strategies to Schwab Financial Consultants and clients.Expertise: Diversification and Risk ManagementFixed Income MarketREIT InvestmentsPrivate Real Estate Analysis

Ken Clift's Current Company Details
Schultz Collins

Schultz Collins

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Principle and Director of Advisory Services
san francisco, california, united states
Website:
schultzcollins.com
Employees:
12
Ken Clift Work Experience Details
  • Schultz Collins
    Principle And Director Of Advisory Services
    Schultz Collins Aug 2010 - Present
    Orinda, California, United States
    View
  • Schultz Collins Investment Counsel
    Sr. Financial Advisor
    Schultz Collins Investment Counsel Aug 2010 - Present
    455 Market Street Ste 1450
    Registered Investment Advisor Services.
  • Charles Schwab
    Investment Consultant
    Charles Schwab Dec 2007 - Aug 2010
  • Charles Schwab And Company
    Fixed Income And Reit Specialist
    Charles Schwab And Company 1993 - 2007
    Located in the San Ramon Office

Ken Clift Skills

Finance Asset Allocation Equities Fixed Income Portfolio Management Investments Mutual Funds Investment Advisory Wealth Management Financial Markets Economics Strategy Investment Strategies Securities Alternative Investments Etfs Series 24 Capital Markets Financial Services Retirement Asset Management Strategic Financial Planning Financial Advisory Analysis Hedge Funds Equity Trading Valuation Trading Financial Modeling Derivatives Series 63 Investment Management Corporate Finance Trading Systems Financial Risk Options Retirement Planning Banking Bloomberg Bonds Emerging Markets Financial Analysis Institutional Investments Private Equity Equity Research

Ken Clift Education Details

Frequently Asked Questions about Ken Clift

What company does Ken Clift work for?

Ken Clift works for Schultz Collins

What is Ken Clift's role at the current company?

Ken Clift's current role is Principle and Director of Advisory Services.

What is Ken Clift's email address?

Ken Clift's email address is ke****@****ins.com

What schools did Ken Clift attend?

Ken Clift attended University Of San Francisco, University Of San Francisco.

What skills is Ken Clift known for?

Ken Clift has skills like Finance, Asset Allocation, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Investment Advisory, Wealth Management, Financial Markets, Economics, Strategy.

Who are Ken Clift's colleagues?

Ken Clift's colleagues are Jennifer Weir, Cfp®, Laurie Marks, Kristor Lawson, Kelly Woodard, Huy Lam, Cfa.

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