Ken joined Schultz Collins in 2010 with 20 years of financial services experience. For the prior 17 years, he had 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.
Ken holds a BS degree in Applied Economics and a Masters Degree in Financial Analysis, both from the University of San Francisco. He lives in San Ramon, California with his wife Cheryl Clift and son, Cavanaugh.
Last but by no means least, Ken is an avid golfer and a 2 handicap.
Ken may be reached at 415.354.3712.
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