Kenneth Reilly, CWS®

Founder & Managing Partner

Kenneth Reilly, CWS® has a broad wealth of knowledge in the field of finance, banking, financial planning, branch management and wealth management. Previously the Senior Managing Partner of a well known and respected large wealth management team, Ken has more than 30 years of experience in financial services. As a well-respected industry resource in portfolio analysis, risk management and fiscal reporting, Ken has advised institutions, corporations and high-net wealth individuals including many Fortune 500 companies. Specializing in advising C Suite executives on various corporate cash management options and proper risk management, Ken provided critical guidance post the financial crisis of 2008.  Also in 2008, Ken earned his designation as Certified Wealth StrategistTM from the Cannon Financial Institute. A thought leader in the financial advising industry as well as the medical community, Ken Reilly currently serves as Secretary & Treasurer of the CentraState Healthcare System Board in his hometown of Freehold, NJ. He is dedicated to giving back to his community and his background includes supporting multiple philanthropic endeavors.