Kenneth P. Dorger, CIMA

Co-President

Ken has over thirty years of experience in the investment business, starting his career as an assistant portfolio manager with an investment management organization with over $3 billion assets under management. Ken also was a consultant with Prescott Ball & Turben, Inc., helping that firm form its consulting division. Ken graduated from the University of Dayton and holds a Bachelor’s degree in Economics and Finance. Ken has successfully completed the Investment Management Consulting Association classes in Asset Allocation, Investment Policy, and Performance Measurement. He is a member of The Investment Management Consultants Association and has earned the CIMA (Certified Investment Management Analyst) designation from The Wharton School of Business. In addition Ken holds the Series 65 license and is a registered investment advisor in Kentucky.