Kenneth S. Neuman, CPM®

For more than 35 years, Ken has been dedicated to providing his clients with guidance, advice
and support as they transition through the stages of wealth accumulation, wealth preservation
and wealth transfer. Ken is committed to helping clients make wise and informed decisions
about their money enabling them to achieve what is most important to them. This
comprehensive wealth management approach means more than just taking care of their
investments. It also means addressing their advanced planning needs including wealth
management, wealth accumulation and charitable giving.
Ken spent the first 23 years of his career at Merrill Lynch’s Private Client Group where he was
recognized as a Senior Wealth Management Advisor and a Vice President of Investments. In
2006, Ken joined Morgan Stanley as a Financial Advisor, Senior Vice President and Portfolio
Management Director. In 2018, Ken joined Steward Partners as a Managing Director, Partner,
and Wealth Manager where he continues to focus on serving the comprehensive needs of his
high net worth clients.
Ken graduated from Rutgers University in 1983 with a degree in Economics. In 2014, he earned
the designation of Certified Portfolio Manager®. This designation is awarded by the Academy of
Certified Portfolio Managers from Columbia University. This is another example of Ken’s
continued commitment to Investment Excellence.
Ken is married and lives in Basking Ridge, New Jersey. Ken and his wife Allison have been
married for over 24 years and have three children who are their most valuable asset. Ken
spends his spare time playing tennis, cycling, reading and spending time with his family.