Kean is a specially qualified Senior Portfolio Manager who can draw from his experience to help clients build and manage custom investment portfolios and use option strategies for risk mitigation and enhancing yield.
Kean assists clients in identifying and prioritizing their financial goals and with problem solving. His experience includes investment management solutions, financial planning services, tax minimization strategies, trust & wealth transfer strategies and retirement planning. He develops solutions which are customized and aligned with his clients personal circumstances and unique preferences.
Prior to United Success Wealth Management, Kean worked as a Senior Vice President and Portfolio Manager at Merrill Lynch. Kean also worked with JPMorgan & Chase in its Private Client Wealth Management Group as a Private Client Advisor. Kean also has a deep experience at the institutional level in Investment banking, debt and equity capital markets at Citi and UBS and Fixed Income Portfolio Management as a Credit Analyst at AIG.
Kean holds a Masters of Science in Finance from Boston College, and a Bachelors in Commerce in Accounting & Economics from the University of Mumbai. Kean holds the Chartered Financial Analyst® designation, awarded by the CFA Institute to Kean in January 2005.
Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.