
Ken MastrocolaKen MastrocolaExecutive DirectorWealth Partner
About Ken
Ken Mastrocola has more than 25 years of experience in the financial services industry as a trusted partner helping clients manage their wealth.
Ken manages our team's fixed income and opportunistic investing, drawing from extensive experience he's honed throughout his career. He started at Bay Bank Capital Markets (1988–1991), where he traded bonds for institutional clients. He then joined Morgan Stanley Smith Barney (1991–2011) as a Senior Vice President of Wealth Management, helping high-net-worth clients and endowments with complex financial strategies.
Throughout his career, Ken has immersed himself in research and has access to professional strategists, analysts, and economists that help him lead our team's qualitative research process.
Ken graduated from Bentley University with a B.A. in Economics and Finance, in addition to a minor in Business Administration. In his spare time, he enjoys road biking and skiing, as he is also a member of the Mad River Glen Ski Area in Vermont. Ken and his wife, Tina, live with their five children in Hamilton, Massachusetts.
Insights

Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
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The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
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April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now