Ken VercellinoKen VercellinoWealth Advisor
About Ken
Ken Vercellino is a Wealth Advisor with J.P. Morgan Wealth Management. As a co-founder of The HFV Group, he works closely with venture capital funds and private equity firms to provide liquidity strategies, in-kind distributions, block trading and wealth management services.
Ken has focused the entirety of his financial career on the comprehensive and integrated execution of venture services. His deep understanding of the marketplace environment affords clients an institutional-level of care that is not commonly available to the general and limited partners within the venture capital and private equity community. Ken's well-diversified capability set includes management oversight, business development and strategic leadership. Under his strong influence, the team has built a reputation for its responsiveness and solution orientation.
Prior to joining J.P. Morgan in 2010, Ken was a Vice President at Thomas Weisel Partners, serving as a key member of the Venture Services Team. There, he was instrumental in managing the firm's corporate repurchase desk and venture capital fund relationships. With more than 15 years of marketplace experience, Ken's first role was as an Institutional Options Trader for J.P. Morgan H&Q Principals.
A graduate of San Diego State University, Ken earned a B.A in Sociology with a minor in English. He holds the series 7, 63 and 65 licenses, and is a Series 4 Registered Options Principal. A student of the markets, he has taken classes on technical analysis from Golden Gate University.
Ken lives in San Francisco with his wife and three children. In his down time, he likes to play golf, read, travel and cook.
Insights
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Will the Fed be the market’s friend or foe in 2022?
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February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowBlack women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowHow are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowThe intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowKey actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowNew York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowThe case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowThere’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWill the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now