Ken MastrocolaKen Mastrocola
Executive Director
Wealth Partner

"I manage our team’s fixed income and opportunistic investing, drawing from extensive experience I've honed throughout my career."

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

Wealth Planning

Retirement and estate planning for unmarried couples

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Wealth Planning

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Wealth Planning

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