Kenneth Carl Ramos
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Kenneth Carl Ramos Email & Phone Number

Managing Director and Investments - Stifel at Stifel Financial Corp.
Location: New York City Metropolitan Area, United States, United States 5 work roles 4 schools
2 work emails found @stifel.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email k****@stifel.com
LinkedIn Profile matched
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Current company
Role
Managing Director and Investments - Stifel
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Kenneth Carl Ramos? Overview

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Quick answer

Kenneth Carl Ramos is listed as Managing Director and Investments - Stifel at Stifel Financial Corp., a company with 7363 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at stifel.com and a matched LinkedIn profile for Kenneth Carl Ramos.

Kenneth Carl Ramos previously worked as Managing Director/Investments - Stifel at Stifel Financial Corp. and Senior Vice President, Portfolio Manager & Financial Advisor at Morgan Stanley. Kenneth Carl Ramos holds Certificate Of Completion, Executive Program – Data Analytics: Decision-Making Lessons From The Sports Industry from Mit Sloan School Of Management.

Company email context

Email format at Stifel Financial Corp.

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{first_initial}{last}@stifel.com
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Profile bio

About Kenneth Carl Ramos

I have extensive experience helping growth-oriented individuals manage their investment accounts and wealth. My primary objective is to carefully define a given client's goals and needs and ultimately provide a tangible investment strategy to help balance the two. My particular area of focus lies within the international technology arena. Specifically, I work with clients whose portfolios are primarily invested in companies who are on the cutting edge of disruptive innovation. I help investors diversify beyond the S&P 500* and across different market caps, sectors, and styles. As of 2021, the S&P 500 has over a 27% allocation toward information technology and over 10% in communication services represented by a limited number of companies of significant market cap weighting.For over 20 years, I have placed a special focus on delivering client service of the highest caliber. I have identified that in many cases it is not a lack of performance but a lack of communication that is the largest concern of investors with their current advisors. My intention is to bridge that gap.I joined Stifel on November 2, 2017. My practice focuses on investing across borders and market caps as well as serving clients across different age, ethnic, and gender demographics. Wherever possible, I also structure diversified portfolios geared toward generating risk-adjusted financial returns while supporting positive environmental and social impact objectives.My true passion lies in supporting a Nordic/Scandinavian professional business network aimed at primarily supporting entrepreneurial Swedish, Finnish, and Norwegian entities who migrate to New York City. I established this in 2014, and since then, it has grown exponentially. *The Standard & Poor’s 500 Index is a capitalization-weighted index that is generally considered representative of the U.S. large capitalization market./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Current workplace

Kenneth Carl Ramos's current company

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Stifel Financial Corp.
Stifel Financial Corp.
Managing Director and Investments - Stifel
New York, NY, US
Website
Employees
7363
AeroLeads page
5 roles

Kenneth Carl Ramos work experience

A career timeline built from the work history available for this profile.

Managing Director/Investments - Stifel

Current

St. Louis, MO, US

I joined Stifel in 2017. My group established two simple objectives and clear goals: 1) To build a comprehensive wealth management practice utilizing the best possible internal and external resources to help mitigate risk and 2) To provide customized strategies for liquidity management requirements tailored to fit client needs.

Nov 2017 - Present

Senior Vice President, Portfolio Manager & Financial Advisor

New York, NY, US

At Morgan Stanley, I was primarily responsible for daily management of client investment portfolios. I spent the majority of my time discussing the allocation, implementation, and performance results of investment plans. During a given week, I would meet with numerous internal strategic associates to best deliver the intellectual capital of the firm to.

May 2008 - Nov 2017

Managing Director, Financial Advisor

New York City, US

I spent over five years leveraging the resources of the company that had a “huge engine with a small economic body,” otherwise known as Bear Stearns. I utilized the institutional fixed income trading desks to deliver a diversified variety of fixed income offerings to my high-net-worth and institutional clients. It was here where I first embraced the team.

Aug 2002 - May 2008

First Vice President, Financial Advisor

Toronto, Ontario, CA

Tucker Anthony is where my financial advisory career started in 1997. It was acquired in 2002 by RBC. I drew from my experience as a currency trader and financial analyst as I established a national book of sophisticated fixed income clientele with a heavy emphasis in the municipal bond arena. The division I worked in was once one of a handful of high-end.

Mar 2002 - Aug 2002
Team & coworkers

Colleagues at Stifel Financial Corp.

Other employees you can reach at stifel.com. View company contacts for 7363 employees →

4 education records

Kenneth Carl Ramos education

Certificate Of Completion, Executive Program – Data Analytics: Decision-Making Lessons From The Sports Industry

Mit Sloan School Of Management

Certificate Of Completion, Executive Program – Artificial Intelligence: Implications For Business Strategy

Mit Sloan School Of Management

Certificate Of Completion, Executive Program - Blockchain Technologies : Business Innovation And Application

Mit Sloan School Of Management

B.S., Finance/Economics

Rutgers University
FAQ

Frequently asked questions about Kenneth Carl Ramos

Quick answers generated from the profile data available on this page.

What company does Kenneth Carl Ramos work for?

Kenneth Carl Ramos works for Stifel Financial Corp..

What is Kenneth Carl Ramos's role at Stifel Financial Corp.?

Kenneth Carl Ramos is listed as Managing Director and Investments - Stifel at Stifel Financial Corp..

What is Kenneth Carl Ramos's email address?

AeroLeads has found 2 work email signals at @stifel.com for Kenneth Carl Ramos at Stifel Financial Corp..

Where is Kenneth Carl Ramos based?

Kenneth Carl Ramos is based in New York City Metropolitan Area, United States, United States while working with Stifel Financial Corp..

What companies has Kenneth Carl Ramos worked for?

Kenneth Carl Ramos has worked for Stifel Financial Corp., Morgan Stanley, Bear Stearns Companies, and Rbc Wealth Management.

Who are Kenneth Carl Ramos's colleagues at Stifel Financial Corp.?

Kenneth Carl Ramos's colleagues at Stifel Financial Corp. include Michael Berard, Michael Switchenko, Bjorn Leach, Evan Stampler, Ph.D., Cfa, and Robert W. Beck.

How can I contact Kenneth Carl Ramos?

You can use AeroLeads to view verified contact signals for Kenneth Carl Ramos at Stifel Financial Corp., including work email, phone, and LinkedIn data when available.

What schools did Kenneth Carl Ramos attend?

Kenneth Carl Ramos holds Certificate Of Completion, Executive Program – Data Analytics: Decision-Making Lessons From The Sports Industry from Mit Sloan School Of Management.

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