Kenny joined IAA in August 2015 as the Advisor Onboarding and Compensation Manager. After years of assisting financial advisors through their transition to IAA, he was promoted to Director of Support Services in January 2019. In his new role, Kenny’s primary responsibilities are to manage the day-to-day service experience of partner firms, process advisor compensation, and oversee the advisor service team. He will proactively communicate with partner firms to ensure satisfaction and assist with complex issue resolution.
Kenny brought decades of industry experience with him to IAA. His career began in 1985 as a Margin Associate with Merrill Lynch and over the years he advanced to VP of Operations with Pershing LLC. Kenny also spent 4 years as an AVP with UVEST/LPL and was a Financial Advisor with UBS Financial and Wells Fargo Advisors for 5 years prior to joining IAA. With a passion and talent for relationship management and operations, he left sales to do what he enjoys most.
Originally from New York City, Kenny resides in Waxhaw, North Carolina, with his wife and teen-aged, twin sons. Outside of work, he enjoys fishing, golfing and spending time with his family.