
Ken Zannoni, CFP®
President, Chief Wealth Officer
Office: Boston, MA
Team: Leadership, Family Office, Wealth Management
Education & Certificates
B.S., University of Massachusetts Amherst
CERTIFIED FINANCIAL PLANNER®
Professional Background
I have over 25 years experience customizing comprehensive strategic financial plans for individuals and families. I began my career at Fidelity Investments in Boston working my way up to Vice President and Senior Account Executive within Fidelity's Private Access program. As President & CWO, I spend the bulk of my time working with advisors and clients to solve complex financial issues and to identify unique investment opportunities in the private markets.
Personal Interests
I spend the majority of my free time with my wife & four sons enjoying the outdoors of the White Mountains in New Hampshire as well as coaching and volunteering in local youth sports.