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Kennan LowKennan Low, CPWA®Executive DirectorWealth Partner
Awards and Industry Recognition
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Forbes
About Kennan
Kennan Low is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
With 38 years of experience in the financial industry, Ken delivers holistic advisory guidance that addresses the personal financial complexities of ultra-high-net-worth families.
Before joining J.P. Morgan in 2019, Ken spent 18 years at UBS Private Wealth Management. Previously, he was a proprietary trader at Kidder Peabody, Crédit Agricole, Sanwa Securities and Cargill, where he managed active risk positions in equities, fixed income, emerging markets, foreign exchange and derivatives. At Sanwa Securities, Ken was Head of Derivatives and was appointed the youngest member of that firm's Executive Committee at age 33. From 1999 to 2001, he founded the quantitative hedge fund Northlake Partners LP, which was ranked in the top 1% of all hedge funds as measured by the Sharpe ratio on HedgeFund.net. He started his career in 1984 with Morgan Guaranty Trust in New York.
Ken holds the Certified Private Wealth Advisor certification (CPWA®), an advanced credential that focuses on every phase of wealth – accumulation, preservation and generational transfer. Ken also holds the Chartered Alternative Investment Associate certification (CAIA®), the industry's leading credential for Alternative Investments including Private Equity, Hedge Funds, Structured Products, Real Assets, Volatility and Complex Strategies. He is a member of the Market Technicians Association and Professional Risk Managers International Association.
Ken received his B.A. from Dartmouth College in 1984, where he majored in Engineering and Computer Science and competed on the Varsity Equestrian Team. He lives in Washington, DC with his wife, Ann, and their four sons. Ken volunteers as a BSA Scoutmaster and is a registered Coach and Referee with USA Hockey.
CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
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Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now