Kenneth J. Carbaugh, AWMA®

 

Kenneth J. Carbaugh, President & CEO, brings over fifteen years of investment experience. Ken delivers excellence to his clients in a professional, easy going, enjoyable mannerHe began his career at Standish, Ayer, & Wood (now Standish Mellon Asset Management) as a Portfolio Analyst in Boston, MA.  A few years later, after moving back to Michigan, Ken joined Portfolio Solutions, LLC as Director of Portfolio Management & Trading. There, he managed ETF and equity portfolios, including $250 million of individual municipal bonds. Before joining the LCM team, he co-managed and traded individual bond portfolios at Comerica Asset Management. In 1999, Ken earned his BBA in Finance from Walsh College and, in 2014, his MBA, with distinction, in Financial Economics from the University of Detroit Mercy. He holds his Accredited Wealth Management Advisor(SM) designation through the College for Financial Planning. Ken is also an adjunct professor at the University of Detroit Mercy where he teaches graduate-level courses in Foundations of Financial Management and Wealth Management & Financial Planning.

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