Kenneth Glick has over 32 years of experience in the financial services industry, providing advice and guidance to individuals and businesses to help define and pursue their financial goals. Ken’s business is built on a foundation of putting clients first, striving to provide the most economical strategies and solutions suitable for each individual’s needs and preferences. He takes the time to understand his client’s unique goals and challenges, then recommends a strategy that best suits today’s needs and tomorrow’s goals. This entails evaluating risk tolerance, time horizon, income and growth requirements, major life changes, and more.
Ken joined Janney in 2018 because he was attracted to the Firm’s focus on the clients, including its simplified fee structure and the boutique nature of the Firm. A primary focus of Ken’s practice is working closely with businesses to develop and service their retirement plans, including 401(k), Defined Benefit, SEPs, Non-Qualified Plans, and cash management. Ken’s training and experience helps unravel and understand the most complicated financial situations, and helps position clients to stay on track toward reaching their goals. Prior to joining Janney, Ken worked at Morgan Stanley for 31 years. During his time with the Firm, he was inducted to the Smith Barney’s President’s Club. He also served as a Global Council Charter Member in the Morgan Stanley Mutual Funds.
A graduate of Amherst College, with an honors degree in economics, Ken also earned his MBA from the Wharton Graduate School of Business. Outside of the office, Ken spends much of his time researching investment strategies and ideas. He stays active swimming, cycling and competitive skiing. Ken is married to his wife Lisa, a teacher specializing in ESL. They have two adult children, Charles, a technology specialist, and Michelle, a doctor.
Ken is supported by Karrie Olcheski, Private Client Associate, who can be reached at 201.818.5607 or firstname.lastname@example.org