Jim Kenney serves as Regional Vice President leading Managing Broker Dealer programs for the western markets.
Jim Kenney has been in the Investment Management industry since 2005. He started his career as a Financial Advisor and has worked for a diverse range of organizations, including a $1 Trillion asset management firm, a private equity and credit firm, and with numerous alternative investment firms. Mr. Kenney has had experience selling mutual funds, ETFs, private credit, private equity, Regulation D products, bonds, private placements, 1031 DST investments, life settlements, insurance products, Opportunity Zones, real estate investments, and REITS. In these roles, Jim was responsible for consulting clients and other financial professionals on the financial markets to help construct asset allocations and build more resilient financial portfolios.