Ken Solano Email & Phone Number

Experienced Vice President in Relationship Management, Business Development, and Client Services with a demonstrated and accomplished history of building and managing long-term relationships with various institutional client channels in the investment management industry. Ken is responsible for a team managing relationship management and service delivery to the outsourced CIO and investment consultant community in collaboration with Wellington Management’s Consultant Relations, Relationship and Product Management teams. He helps deepen the relationship and consultative partnership with clients, serving as a conduit for clients to ensure that the full range of resources and services of the firm are brought to bear on their behalf. He is responsible for assisting clients with long-term strategy and policy issues, evaluating portfolio risks and performance, ensuring compliance with policy guidelines and applicable regulations, resolving administrative and operational issues, and meeting with clients to discuss investment and business content. Experience complemented by an MBA from Northeastern University along with holding FINRA Series 7 & 63 licenses.

Listed skills include Investments, Equities, Fixed Income, Asset Management, and 7 others.