Kenny joined IAA’s transitions department as the Advisor Onboarding and Compensation Manager in August 2015. His primary responsibilities are to guide Financial Advisors who are transitioning from outside firms with their transition to Independent Advisor Alliance and LPL Financial as well as assist current Financial Advisors who are going hybrid with IAA. Kenny also acts as the Compensation Manager and ensures that monthly compensation is accurate and paid in a timely manner to all advisors associated with IAA.
Kenny bring years of experience in financial services 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 a Director with UVEST/LPL and was a Financial Advisor, most recently with UBS Financial, for 5 years prior to joining IAA. His passion lies in operations, not sales, and so he decided to return to operations and share his tremendous skill set with IAA.
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.