Position: Managing Director
Phone: +1 732 523 2240
LinkedIn: View Profile
Ken Dugan is a Managing Director at Leo Wealth. Previously he was a Partner and founding member of LeoGroup. He is a member of the firm’s Investment Committee, where he provides insight on investment strategy and strategic asset allocation.
Ken provides results-oriented comprehensive financial planning with extensive experience in tax planning, compensation and benefits, insurance, risk management, retirement and portfolio management. He also consults on negotiating executive compensation packages from sign-on to severance and works with individuals and families in the United States and abroad. Mr. Dugan also maintains corporate relationships with several large multi-national companies.
Ken has accumulated over two decades of combined experience including FCG Global LLC, Comprehensive Wealth Solutions, Ayco (part of the Private Wealth Management Division of Goldman Sachs), and Asset Management Group (AMG). He spent five years as Vice President of Financial Counseling in the Ayco division and was a Vice President of Financial Counseling at AMG for nine years.
He holds a CERTIFIED FINANCIAL PLANNER™ designation, a BA in Political Science, an MBA in Finance, and a black belt in Tae Kwon Do.