Kenneth Beebe

Kenneth Beebe

Director of Portfolio Analysis & Case Design

Phone: (215) 640-3827
Fax: (215) 569-2680
E-mail:
 

Ken serves as FFR's Director of Portfolio Analysis & Case Design. In this role, his primary focus is overseeing the firm's investment platforms, with a particular emphasis on advisory clients. Specifically, he is responsible for portfolio construction, monitoring, and trading within the firm's model portfolio offerings. In serving the firm's corporate retirement plan clients, Ken specializes in fund lineup construction and individual fund selection.  Additionally, he is involved in FFR's product due diligence and data management efforts.

Ken joined FFR in 2009, after receiving a BS in Finance from Ithaca College, where he served as Chief Investment Officer for the Ithaca College Mutual Fund. He currently holds Series 7 and Series 66 licenses. Ken also holds the Accredited Investment Fiduciary designation and is currently a CFA  Level II Candidate.

 

Annuity and insurance products offered through AXA Network, LLC. Insurance, annuities, and investment products are not FDIC insured, are not deposits or other obligations of or guaranteed by any bank, and are subject to investment risk, including possible loss of the principal invested. AXA Advisors and its affiliates are not affiliated with Firstrust Bank.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Firstrust Financial Resources is not owned or operated by AXA Advisors, LLC or its affiliates.