Kenneth C. Coniglio
Ken’s entire career has been focused on strategic planning, and he continues to leverage those skills in the development and execution of customized investment solutions for key client relationships. His expertise across a wide spectrum of financial instruments and his extraordinary ability to explain Wall Street’s complex issues and how they affect our lives provide PWA Financial clients with an unparalleled opportunity to realize their individual goals. Ken is lead advisor on the following strategic portfolios: Dynamic Growth Equity, Core U.S. Equity, Penn Wealth Builder Portfolio, and Global Allocator Portfolio. Ken provides key input for Fixed Income investing at PWA and for outside manager selection, and portfolio allocation decisions. Ken became Vice President of Investments at Wachovia/Prudential Securities, after beginning his career in Financial Services, in 2001 with Morgan Stanley. In 2006, Ken helped form CoreStates, an RIA associated with Schwab Institutional, where he was Senior Vice President before forming PWA Financial. Ken is married, has 2 children and 2 grandchildren. Ken is a longtime supporter of local youth programs and is a past board member of Northampton Indians Football Association. Before his career in the financial services industry, Ken was an executive in the apparel industry, where he specialized in strategic planning, brand marketing, and international sourcing.